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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,413 | $72,071-66.1% | $68,368-64.3% | $137,256-82.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.38% | 353.14%-329.8pp | 292.57%-269.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $670 | $2,788-76.0% | $2,649-74.7% | $4,156-83.9% |
| Participant deferral / active EE | $3,873 | $4,410-12.2% | $4,123-6.0% | $6,407-39.5% |
| Admin fee / account holder | $108 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |