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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,471 | $111,535-87.9% | $105,223-87.2% | $137,256-90.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.41% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,988 | $3,939-49.5% | $3,689-46.1% | $4,156-52.2% |
| Participant deferral / active EE | $3,440 | $5,500-37.5% | $5,072-32.2% | $6,407-46.3% |
| Admin fee / account holder | $119 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |