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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,101 | $114,119-82.4% | $107,187-81.2% | $138,895-85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.74% | 273.21%-251.5pp | 204.55%-182.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,598 | $4,059-60.6% | $3,782-57.8% | $4,194-61.9% |
| Participant deferral / active EE | $3,443 | $5,538-37.8% | $5,096-32.4% | $6,396-46.2% |
| Admin fee / account holder | $70 | $10,024-99.3% | $9,162-99.2% | $12,562-99.4% |