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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,174 | $81,643-79.0% | $70,462-75.6% | $158,950-89.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.63% | 208.51%-193.9pp | 109.08%-94.4pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,657 | $3,218-48.5% | $2,737-39.5% | $4,762-65.2% |
| Participant deferral / active EE | $2,342 | $4,555-48.6% | $3,710-36.9% | $5,983-60.9% |
| Admin fee / account holder | $179 | $6,194-97.1% | $3,845-95.3% | $11,248-98.4% |