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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,214 | $69,118-69.3% | $53,647-60.5% | $138,895-84.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 22.29% | 248.26%-226.0pp | 358.33%-336.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,394 | $1,189+101.2% | $962+148.8% | $4,194-42.9% |
| Participant deferral / active EE | $5,809 | $2,274+155.4% | $1,813+220.3% | $6,396-9.2% |
| Admin fee / account holder | $43 | $2,724-98.4% | $2,460-98.2% | $12,562-99.7% |