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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,425 | $126,113-75.9% | $116,096-73.8% | $155,188-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.77% | 391.72%-373.9pp | 326.25%-308.5pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,937 | $2,672-27.5% | $2,503-22.6% | $4,248-54.4% |
| Participant deferral / active EE | $2,322 | $4,162-44.2% | $3,952-41.2% | $6,531-64.4% |
| Admin fee / account holder | $73 | $8,045-99.1% | $7,704-99.1% | $14,480-99.5% |