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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,650 | $88,815-95.9% | $81,882-95.5% | $145,897-97.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.13% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.2pp |
| Employer contribution / active EE | $740 | $3,086-76.0% | $2,916-74.6% | $4,663-84.1% |
| Participant deferral / active EE | $953 | $4,647-79.5% | $4,323-78.0% | $6,689-85.8% |
| Admin fee / account holder | $35 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |