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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,992 | $112,915-83.2% | $90,965-79.1% | $158,950-88.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.84% | 215.75%-195.9pp | 134.57%-114.7pp | 302.91%-283.1pp |
| Employer contribution / active EE | $1,709 | $2,894-40.9% | $2,122-19.5% | $4,762-64.1% |
| Participant deferral / active EE | $8,463 | $4,128+105.0% | $3,373+150.9% | $5,983+41.5% |
| Admin fee / account holder | $106 | $8,044-98.7% | $5,960-98.2% | $11,248-99.1% |