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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,276 | $154,754-94.7% | $124,206-93.3% | $138,895-94.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.30% | 709.28%-690.0pp | 515.27%-496.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,707 | $4,446-61.6% | $3,540-51.8% | $4,194-59.3% |
| Participant deferral / active EE | $573 | $4,621-87.6% | $3,968-85.6% | $6,396-91.0% |
| Admin fee / account holder | $74 | $6,690-98.9% | $5,929-98.8% | $12,562-99.4% |