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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,988 | $126,113-88.9% | $116,096-88.0% | $155,188-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 18.23% | 391.72%-373.5pp | 326.25%-308.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,098 | $2,672-58.9% | $2,503-56.2% | $4,248-74.2% |
| Participant deferral / active EE | $2,813 | $4,162-32.4% | $3,952-28.8% | $6,531-56.9% |
| Admin fee / account holder | $175 | $8,045-97.8% | $7,704-97.7% | $14,480-98.8% |