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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,218 | $114,119-78.8% | $107,187-77.4% | $138,895-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.38% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,638 | $4,059-59.6% | $3,782-56.7% | $4,194-60.9% |
| Participant deferral / active EE | $2,023 | $5,538-63.5% | $5,096-60.3% | $6,396-68.4% |
| Admin fee / account holder | $30 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |