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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,003 | $72,071-79.2% | $68,368-78.1% | $137,256-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,149 | $2,788-58.8% | $2,649-56.6% | $4,156-72.3% |
| Participant deferral / active EE | $2,650 | $4,410-39.9% | $4,123-35.7% | $6,407-58.6% |
| Admin fee / account holder | $158 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |