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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,260 | $108,882-91.5% | $96,754-90.4% | $154,746-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 25.72% | 98.39%-72.7pp | 82.04%-56.3pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,879 | $3,018-37.7% | $2,679-29.9% | $4,379-57.1% |
| Participant deferral / active EE | $2,657 | $5,323-50.1% | $4,758-44.2% | $6,730-60.5% |
| Admin fee / account holder | $196 | $10,200-98.1% | $8,905-97.8% | $14,365-98.6% |