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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,881 | $125,778-29.3% | $114,563-22.4% | $154,746-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.07% | 295.14%-279.1pp | 241.09%-225.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $913 | $2,806-67.5% | $2,592-64.8% | $4,379-79.2% |
| Participant deferral / active EE | $1,385 | $4,445-68.8% | $4,142-66.6% | $6,730-79.4% |
| Admin fee / account holder | $206 | $8,190-97.5% | $7,623-97.3% | $14,365-98.6% |