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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,940 | $70,366-80.2% | $66,674-79.1% | $138,895-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.46% | 386.41%-369.0pp | 321.24%-303.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $982 | $2,765-64.5% | $2,620-62.5% | $4,194-76.6% |
| Participant deferral / active EE | $1,845 | $4,374-57.8% | $4,084-54.8% | $6,396-71.1% |
| Admin fee / account holder | $219 | $5,262-95.8% | $5,098-95.7% | $12,562-98.3% |