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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,965 | $88,754-76.4% | $81,820-74.4% | $145,877-85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.98% | 1031.77%-1019.8pp | 777.93%-765.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,360 | $3,085-55.9% | $2,915-53.4% | $4,663-70.8% |
| Participant deferral / active EE | $4,076 | $4,648-12.3% | $4,323-5.7% | $6,691-39.1% |
| Admin fee / account holder | $169 | $8,424-98.0% | $7,391-97.7% | $13,402-98.7% |