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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,980 | $111,535-89.3% | $105,223-88.6% | $137,256-91.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.96% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,698 | $3,939-56.9% | $3,689-54.0% | $4,156-59.1% |
| Participant deferral / active EE | $2,014 | $5,500-63.4% | $5,072-60.3% | $6,407-68.6% |
| Admin fee / account holder | $63 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |