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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,942 | $108,911-88.1% | $100,392-87.1% | $145,884-91.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 58.23%-42.6pp | 49.45%-33.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,434 | $4,420-44.9% | $3,941-38.2% | $4,662-47.8% |
| Participant deferral / active EE | $2,338 | $8,459-72.4% | $8,090-71.1% | $6,690-65.1% |
| Admin fee / account holder | $75 | $9,698-99.2% | $7,904-99.1% | $13,392-99.4% |