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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,350 | $88,815-81.6% | $81,882-80.0% | $145,897-88.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.81% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,221 | $3,086-60.4% | $2,916-58.1% | $4,663-73.8% |
| Participant deferral / active EE | $4,488 | $4,647-3.4% | $4,323+3.8% | $6,689-32.9% |
| Admin fee / account holder | $238 | $8,434-97.2% | $7,360-96.8% | $13,390-98.2% |