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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,729 | $70,366-77.6% | $66,674-76.4% | $138,895-88.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.46% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,455 | $2,765-47.4% | $2,620-44.5% | $4,194-65.3% |
| Participant deferral / active EE | $4,338 | $4,374-0.8% | $4,084+6.2% | $6,396-32.2% |
| Admin fee / account holder | $83 | $5,262-98.4% | $5,098-98.4% | $12,562-99.3% |