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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,292 | $70,366-95.3% | $66,674-95.1% | $138,895-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.00% | 386.41%-367.4pp | 321.24%-302.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,337 | $2,765-51.7% | $2,620-49.0% | $4,194-68.1% |
| Participant deferral / active EE | $1,722 | $4,374-60.6% | $4,084-57.8% | $6,396-73.1% |
| Admin fee / account holder | $183 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |