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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,075 | $88,778-92.0% | $81,844-91.4% | $145,884-95.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 16.57% | 1033.03%-1016.5pp | 778.87%-762.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $993 | $3,087-67.8% | $2,916-65.9% | $4,662-78.7% |
| Participant deferral / active EE | $1,628 | $4,648-65.0% | $4,323-62.4% | $6,690-75.7% |
| Admin fee / account holder | $70 | $8,430-99.2% | $7,355-99.0% | $13,392-99.5% |