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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,928 | $154,754-82.6% | $124,206-78.3% | $138,895-80.6% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 18.93% | 709.28%-690.4pp | 515.27%-496.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,487 | $4,446-66.5% | $3,540-58.0% | $4,194-64.5% |
| Participant deferral / active EE | $2,007 | $4,621-56.6% | $3,968-49.4% | $6,396-68.6% |
| Admin fee / account holder | $20 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |