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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,474 | $100,073-91.5% | $85,126-90.0% | $145,877-94.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 84.11%-70.9pp | 66.63%-53.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,128 | $3,236-65.2% | $2,731-58.7% | $4,663-75.8% |
| Participant deferral / active EE | $2,495 | $5,294-52.9% | $4,523-44.8% | $6,691-62.7% |
| Admin fee / account holder | $10 | $7,261-99.9% | $6,160-99.8% | $13,402-99.9% |