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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,645 | $111,535-81.5% | $105,223-80.4% | $137,256-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.92% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,236 | $3,939-68.6% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $3,498 | $5,500-36.4% | $5,072-31.0% | $6,407-45.4% |
| Admin fee / account holder | $122 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |