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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,931 | $72,071-97.3% | $68,368-97.2% | $137,256-98.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.63% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,061 | $2,788-62.0% | $2,649-60.0% | $4,156-74.5% |
| Participant deferral / active EE | $1,406 | $4,410-68.1% | $4,123-65.9% | $6,407-78.1% |
| Admin fee / account holder | $222 | $5,336-95.8% | $5,150-95.7% | $12,270-98.2% |