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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,326 | $70,366-79.6% | $66,674-78.5% | $138,895-89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.11% | 386.41%-363.3pp | 321.24%-298.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,814 | $2,765-34.4% | $2,620-30.8% | $4,194-56.8% |
| Participant deferral / active EE | $1,987 | $4,374-54.6% | $4,084-51.4% | $6,396-68.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |