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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,333 | $88,815-24.2% | $81,882-17.8% | $145,897-53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.02% | 1033.75%-1012.7pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $1,006 | $3,086-67.4% | $2,916-65.5% | $4,663-78.4% |
| Participant deferral / active EE | $1,149 | $4,647-75.3% | $4,323-73.4% | $6,689-82.8% |
| Admin fee / account holder | $33 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |