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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,862 | $84,628-82.4% | $61,501-75.8% | $134,545-89.0% |
| Participation rate | 94.7% | 62.2%+32.5pp | 52.6%+42.2pp | 81.2%+13.5pp |
| Annual return | 2.17% | 585.61%-583.4pp | 339.04%-336.9pp | 418.37%-416.2pp |
| Employer contribution / active EE | $1,150 | $1,545-25.6% | $1,160-0.9% | $4,742-75.8% |
| Participant deferral / active EE | $3,023 | $2,819+7.3% | $2,125+42.3% | $6,401-52.8% |
| Admin fee / account holder | $44 | $2,587-98.3% | $2,132-97.9% | $11,431-99.6% |