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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,042 | $109,344-82.6% | $89,400-78.7% | $158,950-88.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.96% | 345.73%-333.8pp | 245.64%-233.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $1,355 | $3,170-57.3% | $2,586-47.6% | $4,762-71.5% |
| Participant deferral / active EE | $2,188 | $4,599-52.4% | $3,890-43.7% | $5,983-63.4% |
| Admin fee / account holder | $114 | $6,154-98.1% | $4,882-97.7% | $11,248-99.0% |