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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,403 | $183,539-90.5% | $155,556-88.8% | $145,897-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,086 | $5,315-41.9% | $4,675-34.0% | $4,663-33.8% |
| Participant deferral / active EE | $4,652 | $6,467-28.1% | $5,631-17.4% | $6,689-30.5% |
| Admin fee / account holder | $148 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |