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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,419 | $88,778-93.9% | $81,844-93.4% | $145,884-96.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.73% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,216 | $3,087-60.6% | $2,916-58.3% | $4,662-73.9% |
| Participant deferral / active EE | $1,566 | $4,648-66.3% | $4,323-63.8% | $6,690-76.6% |
| Admin fee / account holder | $205 | $8,430-97.6% | $7,355-97.2% | $13,392-98.5% |