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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,728 | $88,754-87.9% | $81,820-86.9% | $145,877-92.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 17.78% | 1031.77%-1014.0pp | 777.93%-760.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,221 | $3,085-28.0% | $2,915-23.8% | $4,663-52.4% |
| Participant deferral / active EE | $2,661 | $4,648-42.7% | $4,323-38.4% | $6,691-60.2% |
| Admin fee / account holder | $5 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |