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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,822 | $102,938-81.7% | $94,105-80.0% | $138,895-86.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.98% | 250.28%-232.3pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,092 | $2,732-60.0% | $2,504-56.4% | $4,194-74.0% |
| Participant deferral / active EE | $6,365 | $4,196+51.7% | $3,881+64.0% | $6,396-0.5% |
| Admin fee / account holder | $222 | $6,600-96.6% | $6,199-96.4% | $12,562-98.2% |