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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,633 | $103,000-87.7% | $90,300-86.0% | $152,885-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.70% | 95.19%-82.5pp | 78.11%-65.4pp | 345.39%-332.7pp |
| Employer contribution / active EE | $738 | $3,138-76.5% | $2,854-74.2% | $4,763-84.5% |
| Participant deferral / active EE | $836 | $4,281-80.5% | $3,884-78.5% | $5,851-85.7% |
| Admin fee / account holder | $102 | $6,173-98.3% | $5,353-98.1% | $11,598-99.1% |