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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,705 | $176,105-86.0% | $159,474-84.5% | $167,536-85.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.29% | 331.91%-312.6pp | 263.68%-244.4pp | 478.82%-459.5pp |
| Employer contribution / active EE | $2,021 | $5,299-61.9% | $4,831-58.2% | $4,839-58.2% |
| Participant deferral / active EE | $2,776 | $7,751-64.2% | $7,353-62.2% | $6,342-56.2% |
| Admin fee / account holder | $77 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |