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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,116 | $29,319-45.0% | $52,425-69.3% | $82,448-80.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 20.39% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,101 | $586+428.7% | $914+239.2% | $2,551+21.5% |
| Participant deferral / active EE | $1,341 | $1,171+14.5% | $1,790-25.1% | $4,139-67.6% |
| Admin fee / account holder | $164 | $1,962-91.6% | $2,495-93.4% | $7,234-97.7% |