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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,398 | $88,702-90.5% | $81,780-89.7% | $145,978-94.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.32% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $786 | $3,084-74.5% | $2,914-73.0% | $4,662-83.1% |
| Participant deferral / active EE | $2,512 | $4,645-45.9% | $4,321-41.9% | $6,690-62.5% |
| Admin fee / account holder | $76 | $8,414-99.1% | $7,384-99.0% | $13,400-99.4% |