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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,822 | $125,778-85.0% | $114,563-83.6% | $154,746-87.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.98% | 295.14%-277.2pp | 241.09%-223.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,092 | $2,806-61.1% | $2,592-57.9% | $4,379-75.1% |
| Participant deferral / active EE | $6,365 | $4,445+43.2% | $4,142+53.7% | $6,730-5.4% |
| Admin fee / account holder | $222 | $8,190-97.3% | $7,623-97.1% | $14,365-98.5% |