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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,064 | $100,911-90.0% | $90,440-88.9% | $158,966-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.96% | 1726.62%-1711.7pp | 1294.38%-1279.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,808 | $3,690-51.0% | $3,263-44.6% | $4,762-62.0% |
| Participant deferral / active EE | $1,805 | $4,348-58.5% | $3,964-54.5% | $5,983-69.8% |
| Admin fee / account holder | $208 | $6,507-96.8% | $5,615-96.3% | $11,250-98.2% |