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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,234 | $126,113-87.1% | $116,096-86.0% | $155,188-89.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 16.91% | 391.72%-374.8pp | 326.25%-309.3pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,872 | $2,672-29.9% | $2,503-25.2% | $4,248-55.9% |
| Participant deferral / active EE | $3,165 | $4,162-24.0% | $3,952-19.9% | $6,531-51.5% |
| Admin fee / account holder | $188 | $8,045-97.7% | $7,704-97.6% | $14,480-98.7% |