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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,649 | $69,118-94.7% | $53,647-93.2% | $138,895-97.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.32% | 248.26%-228.9pp | 358.33%-339.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,371 | $1,189+15.3% | $962+42.5% | $4,194-67.3% |
| Participant deferral / active EE | $1,903 | $2,274-16.3% | $1,813+5.0% | $6,396-70.2% |
| Admin fee / account holder | $31 | $2,724-98.9% | $2,460-98.7% | $12,562-99.8% |