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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,647 | $102,595-92.5% | $94,057-91.9% | $154,746-95.1% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 19.17% | 583.42%-564.2pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,556 | $3,147-50.5% | $2,933-46.9% | $4,379-64.5% |
| Participant deferral / active EE | $2,261 | $5,118-55.8% | $4,709-52.0% | $6,730-66.4% |
| Admin fee / account holder | $90 | $7,736-98.8% | $7,244-98.8% | $14,365-99.4% |