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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,049 | $114,119-91.2% | $107,187-90.6% | $138,895-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.20% | 273.21%-254.0pp | 204.55%-185.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,517 | $4,059-62.6% | $3,782-59.9% | $4,194-63.8% |
| Participant deferral / active EE | $2,048 | $5,538-63.0% | $5,096-59.8% | $6,396-68.0% |
| Admin fee / account holder | $37 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |