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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,948 | $114,119-82.5% | $107,187-81.4% | $138,895-85.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.97% | 273.21%-251.2pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,983 | $4,059-51.1% | $3,782-47.6% | $4,194-52.7% |
| Participant deferral / active EE | $4,468 | $5,538-19.3% | $5,096-12.3% | $6,396-30.1% |
| Admin fee / account holder | $239 | $10,024-97.6% | $9,162-97.4% | $12,562-98.1% |