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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,941 | $45,152-62.5% | $73,836-77.1% | $59,633-71.6% |
| Participation rate | 97.6% | 64.0%+33.5pp | 73.4%+24.1pp | 68.7%+28.9pp |
| Annual return | 5.89% | 27.40%-21.5pp | 2268.06%-2262.2pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $1,368 | $1,901-28.0% | $2,787-50.9% | $2,203-37.9% |
| Participant deferral / active EE | $2,274 | $2,573-11.6% | $3,583-36.5% | $3,192-28.7% |
| Admin fee / account holder | $65 | $3,515-98.2% | $4,882-98.7% | $4,297-98.5% |