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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,668 | $88,815-84.6% | $81,882-83.3% | $145,897-90.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 27.26% | 1033.75%-1006.5pp | 779.47%-752.2pp | 552.29%-525.0pp |
| Employer contribution / active EE | $1,503 | $3,086-51.3% | $2,916-48.5% | $4,663-67.8% |
| Participant deferral / active EE | $3,044 | $4,647-34.5% | $4,323-29.6% | $6,689-54.5% |
| Admin fee / account holder | $176 | $8,434-97.9% | $7,360-97.6% | $13,390-98.7% |