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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,261 | $102,938-88.1% | $94,105-87.0% | $138,895-91.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.26% | 250.28%-229.0pp | 204.55%-183.3pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,945 | $2,732-28.8% | $2,504-22.3% | $4,194-53.6% |
| Participant deferral / active EE | $2,163 | $4,196-48.5% | $3,881-44.3% | $6,396-66.2% |
| Admin fee / account holder | $28 | $6,600-99.6% | $6,199-99.5% | $12,562-99.8% |