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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,520 | $108,912-77.5% | $100,383-75.6% | $145,959-83.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.74% | 57.96%-45.2pp | 49.26%-36.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $877 | $4,423-80.2% | $3,944-77.8% | $4,661-81.2% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $226 | $9,690-97.7% | $7,900-97.1% | $13,398-98.3% |