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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,966 | $88,754-82.0% | $81,820-80.5% | $145,877-89.1% |
| Participation rate | 72.2% | 75.1%-2.9pp | 72.4%-0.2pp | 80.3%-8.1pp |
| Annual return | 22.96% | 1031.77%-1008.8pp | 777.93%-755.0pp | 551.28%-528.3pp |
| Employer contribution / active EE | $673 | $3,085-78.2% | $2,915-76.9% | $4,663-85.6% |
| Participant deferral / active EE | $711 | $4,648-84.7% | $4,323-83.6% | $6,691-89.4% |
| Admin fee / account holder | $178 | $8,424-97.9% | $7,391-97.6% | $13,402-98.7% |