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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,319 | $121,677-82.5% | $104,625-79.6% | $158,966-86.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.19% | 465.58%-446.4pp | 340.60%-321.4pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,717 | $3,165-45.7% | $2,681-36.0% | $4,762-63.9% |
| Participant deferral / active EE | $1,520 | $4,175-63.6% | $3,738-59.3% | $5,983-74.6% |
| Admin fee / account holder | $20 | $7,777-99.7% | $6,465-99.7% | $11,250-99.8% |