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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,988 | $160,040-85.6% | $147,096-84.4% | $145,877-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.37% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,689 | $5,289-68.1% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $2,811 | $8,429-66.7% | $8,071-65.2% | $6,691-58.0% |
| Admin fee / account holder | $93 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |