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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,388 | $67,823-68.5% | $52,425-59.2% | $137,256-84.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.20% | 219.11%-205.9pp | 302.12%-288.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,410 | $1,163+21.2% | $914+54.2% | $4,156-66.1% |
| Participant deferral / active EE | $1,410 | $2,288-38.4% | $1,790-21.2% | $6,407-78.0% |
| Admin fee / account holder | $75 | $2,844-97.4% | $2,495-97.0% | $12,270-99.4% |