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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,371 | $111,535-79.0% | $105,223-77.8% | $137,256-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.67% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,518 | $3,939-61.5% | $3,689-58.8% | $4,156-63.5% |
| Participant deferral / active EE | $2,474 | $5,500-55.0% | $5,072-51.2% | $6,407-61.4% |
| Admin fee / account holder | $190 | $9,721-98.0% | $8,859-97.9% | $12,270-98.5% |