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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,295 | $108,882-85.0% | $96,754-83.2% | $154,746-89.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.96% | 98.39%-79.4pp | 82.04%-63.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,830 | $3,018-39.4% | $2,679-31.7% | $4,379-58.2% |
| Participant deferral / active EE | $3,342 | $5,323-37.2% | $4,758-29.8% | $6,730-50.3% |
| Admin fee / account holder | $146 | $10,200-98.6% | $8,905-98.4% | $14,365-99.0% |