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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,908 | $111,535-71.4% | $105,223-69.7% | $137,256-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.29% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,292 | $3,939-67.2% | $3,689-65.0% | $4,156-68.9% |
| Participant deferral / active EE | $1,478 | $5,500-73.1% | $5,072-70.8% | $6,407-76.9% |
| Admin fee / account holder | $276 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |