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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,546 | $109,344-86.7% | $89,400-83.7% | $158,950-90.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.88% | 345.73%-325.8pp | 245.64%-225.8pp | 302.91%-283.0pp |
| Employer contribution / active EE | $744 | $3,170-76.5% | $2,586-71.2% | $4,762-84.4% |
| Participant deferral / active EE | $1,488 | $4,599-67.6% | $3,890-61.8% | $5,983-75.1% |
| Admin fee / account holder | $260 | $6,154-95.8% | $4,882-94.7% | $11,248-97.7% |