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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,821 | $114,119-86.1% | $107,187-85.2% | $138,895-88.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.11% | 273.21%-252.1pp | 204.55%-183.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,842 | $4,059-54.6% | $3,782-51.3% | $4,194-56.1% |
| Participant deferral / active EE | $1,842 | $5,538-66.7% | $5,096-63.9% | $6,396-71.2% |
| Admin fee / account holder | $136 | $10,024-98.6% | $9,162-98.5% | $12,562-98.9% |