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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,279 | $100,911-70.0% | $90,440-66.5% | $158,966-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.88% | 1726.62%-1707.7pp | 1294.38%-1275.5pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,067 | $3,690-71.1% | $3,263-67.3% | $4,762-77.6% |
| Participant deferral / active EE | $3,771 | $4,348-13.3% | $3,964-4.9% | $5,983-37.0% |
| Admin fee / account holder | $254 | $6,507-96.1% | $5,615-95.5% | $11,250-97.7% |