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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,330 | $70,366-92.4% | $66,674-92.0% | $138,895-96.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.73% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,295 | $2,765-17.0% | $2,620-12.4% | $4,194-45.3% |
| Participant deferral / active EE | $2,024 | $4,374-53.7% | $4,084-50.4% | $6,396-68.4% |
| Admin fee / account holder | $296 | $5,262-94.4% | $5,098-94.2% | $12,562-97.6% |