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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,141 | $158,393-85.4% | $143,412-83.9% | $155,188-85.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 17.37% | 324.22%-306.9pp | 256.99%-239.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,747 | $3,911-55.3% | $3,748-53.4% | $4,248-58.9% |
| Participant deferral / active EE | $6,801 | $7,193-5.5% | $6,816-0.2% | $6,531+4.1% |
| Admin fee / account holder | $190 | $12,964-98.5% | $11,396-98.3% | $14,480-98.7% |