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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,085 | $72,071-76.3% | $68,368-75.0% | $137,256-87.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.64% | 353.14%-330.5pp | 292.57%-269.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,964 | $2,788-29.5% | $2,649-25.8% | $4,156-52.7% |
| Participant deferral / active EE | $7,375 | $4,410+67.2% | $4,123+78.9% | $6,407+15.1% |
| Admin fee / account holder | $29 | $5,336-99.5% | $5,150-99.4% | $12,270-99.8% |