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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,452 | $88,754-93.9% | $81,820-93.3% | $145,877-96.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.34% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,336 | $3,085-56.7% | $2,915-54.2% | $4,663-71.4% |
| Participant deferral / active EE | $1,336 | $4,648-71.3% | $4,323-69.1% | $6,691-80.0% |
| Admin fee / account holder | $40 | $8,424-99.5% | $7,391-99.5% | $13,402-99.7% |