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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,668 | $88,702-84.6% | $81,780-83.3% | $145,978-90.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 27.26% | 1029.12%-1001.9pp | 776.27%-749.0pp | 550.52%-523.3pp |
| Employer contribution / active EE | $1,503 | $3,084-51.3% | $2,914-48.4% | $4,662-67.8% |
| Participant deferral / active EE | $3,044 | $4,645-34.5% | $4,321-29.5% | $6,690-54.5% |
| Admin fee / account holder | $176 | $8,414-97.9% | $7,384-97.6% | $13,400-98.7% |