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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,196 | $70,366-85.5% | $66,674-84.7% | $138,895-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.77% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $577 | $2,765-79.1% | $2,620-78.0% | $4,194-86.2% |
| Participant deferral / active EE | $837 | $4,374-80.9% | $4,084-79.5% | $6,396-86.9% |
| Admin fee / account holder | $103 | $5,262-98.0% | $5,098-98.0% | $12,562-99.2% |