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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,144 | $69,118-73.7% | $53,647-66.2% | $138,895-86.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.50% | 248.26%-228.8pp | 358.33%-338.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,659 | $1,189+39.5% | $962+72.4% | $4,194-60.4% |
| Participant deferral / active EE | $8,669 | $2,274+281.2% | $1,813+378.1% | $6,396+35.5% |
| Admin fee / account holder | $111 | $2,724-95.9% | $2,460-95.5% | $12,562-99.1% |