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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,214 | $111,535-89.0% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.15% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,223 | $3,939-43.6% | $3,689-39.7% | $4,156-46.5% |
| Participant deferral / active EE | $2,573 | $5,500-53.2% | $5,072-49.3% | $6,407-59.8% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |