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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,504 | $67,823-90.4% | $52,425-87.6% | $137,256-95.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.47% | 219.11%-195.6pp | 302.12%-278.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $947 | $1,163-18.6% | $914+3.6% | $4,156-77.2% |
| Participant deferral / active EE | $1,814 | $2,288-20.7% | $1,790+1.3% | $6,407-71.7% |
| Admin fee / account holder | $77 | $2,844-97.3% | $2,495-96.9% | $12,270-99.4% |