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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,157 | $102,595-87.2% | $94,057-86.0% | $154,746-91.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.35% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,017 | $3,147-67.7% | $2,933-65.3% | $4,379-76.8% |
| Participant deferral / active EE | $1,585 | $5,118-69.0% | $4,709-66.3% | $6,730-76.4% |
| Admin fee / account holder | $100 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |