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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $108,882-87.6% | $96,754-86.1% | $154,746-91.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 26.84% | 98.39%-71.5pp | 82.04%-55.2pp | 172.34%-145.5pp |
| Employer contribution / active EE | $1,721 | $3,018-43.0% | $2,679-35.8% | $4,379-60.7% |
| Participant deferral / active EE | $4,873 | $5,323-8.5% | $4,758+2.4% | $6,730-27.6% |
| Admin fee / account holder | $206 | $10,200-98.0% | $8,905-97.7% | $14,365-98.6% |