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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,941 | $88,754-76.4% | $81,820-74.4% | $145,877-85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.42% | 1031.77%-1021.4pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,333 | $3,085+8.0% | $2,915+14.3% | $4,663-28.5% |
| Participant deferral / active EE | $6,889 | $4,648+48.2% | $4,323+59.4% | $6,691+3.0% |
| Admin fee / account holder | $201 | $8,424-97.6% | $7,391-97.3% | $13,402-98.5% |