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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,013 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.55% | 237.85%-212.3pp | 180.65%-155.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,111 | $3,939-46.4% | $3,689-42.8% | $4,156-49.2% |
| Participant deferral / active EE | $2,129 | $5,500-61.3% | $5,072-58.0% | $6,407-66.8% |
| Admin fee / account holder | $145 | $9,721-98.5% | $8,859-98.4% | $12,270-98.8% |