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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,197 | $176,105-84.6% | $159,474-82.9% | $167,536-83.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.85% | 331.91%-306.1pp | 263.68%-237.8pp | 478.82%-453.0pp |
| Employer contribution / active EE | $1,542 | $5,299-70.9% | $4,831-68.1% | $4,839-68.1% |
| Participant deferral / active EE | $3,114 | $7,751-59.8% | $7,353-57.7% | $6,342-50.9% |
| Admin fee / account holder | $112 | $12,559-99.1% | $10,802-99.0% | $12,315-99.1% |