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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,081 | $102,938-80.5% | $94,105-78.7% | $138,895-85.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.33% | 250.28%-229.0pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,531 | $2,732-44.0% | $2,504-38.9% | $4,194-63.5% |
| Participant deferral / active EE | $1,531 | $4,196-63.5% | $3,881-60.6% | $6,396-76.1% |
| Admin fee / account holder | $42 | $6,600-99.4% | $6,199-99.3% | $12,562-99.7% |