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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,866 | $154,754-79.4% | $124,206-74.3% | $138,895-77.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.91% | 709.28%-696.4pp | 515.27%-502.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $551 | $4,446-87.6% | $3,540-84.4% | $4,194-86.9% |
| Participant deferral / active EE | $551 | $4,621-88.1% | $3,968-86.1% | $6,396-91.4% |
| Admin fee / account holder | $136 | $6,690-98.0% | $5,929-97.7% | $12,562-98.9% |