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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,326 | $132,634-80.2% | $115,768-77.3% | $137,256-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.04% | 160.70%-142.7pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,066 | $3,360-38.5% | $2,940-29.7% | $4,156-50.3% |
| Participant deferral / active EE | $3,833 | $5,619-31.8% | $4,917-22.0% | $6,407-40.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |