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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,661 | $129,737-85.6% | $119,126-84.3% | $154,746-87.9% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 21.58% | 379.08%-357.5pp | 282.11%-260.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,744 | $4,375-60.1% | $4,034-56.8% | $4,379-60.2% |
| Participant deferral / active EE | $2,433 | $5,842-58.4% | $5,318-54.2% | $6,730-63.9% |
| Admin fee / account holder | $41 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |