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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,177 | $88,702-93.0% | $81,780-92.4% | $145,978-95.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 15.99% | 1029.12%-1013.1pp | 776.27%-760.3pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,243 | $3,084-59.7% | $2,914-57.3% | $4,662-73.3% |
| Participant deferral / active EE | $1,397 | $4,645-69.9% | $4,321-67.7% | $6,690-79.1% |
| Admin fee / account holder | $71 | $8,414-99.2% | $7,384-99.0% | $13,400-99.5% |