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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,941 | $88,815-76.4% | $81,882-74.4% | $145,897-85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.42% | 1033.75%-1023.3pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,333 | $3,086+8.0% | $2,916+14.3% | $4,663-28.5% |
| Participant deferral / active EE | $6,889 | $4,647+48.2% | $4,323+59.4% | $6,689+3.0% |
| Admin fee / account holder | $201 | $8,434-97.6% | $7,360-97.3% | $13,390-98.5% |