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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,073 | $125,778-89.6% | $114,563-88.6% | $154,746-91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 22.31% | 295.14%-272.8pp | 241.09%-218.8pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,741 | $2,806-38.0% | $2,592-32.8% | $4,379-60.2% |
| Participant deferral / active EE | $2,916 | $4,445-34.4% | $4,142-29.6% | $6,730-56.7% |
| Admin fee / account holder | $126 | $8,190-98.5% | $7,623-98.3% | $14,365-99.1% |