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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,788 | $108,882-89.2% | $96,754-87.8% | $154,746-92.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 23.35% | 98.39%-75.0pp | 82.04%-58.7pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,841 | $3,018-39.0% | $2,679-31.3% | $4,379-58.0% |
| Participant deferral / active EE | $3,025 | $5,323-43.2% | $4,758-36.4% | $6,730-55.1% |
| Admin fee / account holder | $9 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |