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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,140 | $111,535-90.9% | $105,223-90.4% | $137,256-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.17% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,263 | $3,939-67.9% | $3,689-65.8% | $4,156-69.6% |
| Participant deferral / active EE | $3,195 | $5,500-41.9% | $5,072-37.0% | $6,407-50.1% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |