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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,988 | $102,938-86.4% | $94,105-85.1% | $138,895-89.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 18.23% | 250.28%-232.1pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,098 | $2,732-59.8% | $2,504-56.2% | $4,194-73.8% |
| Participant deferral / active EE | $2,813 | $4,196-33.0% | $3,881-27.5% | $6,396-56.0% |
| Admin fee / account holder | $175 | $6,600-97.4% | $6,199-97.2% | $12,562-98.6% |