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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,106 | $121,701-87.6% | $104,639-85.6% | $158,982-90.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.77% | 465.72%-438.9pp | 340.67%-313.9pp | 302.99%-276.2pp |
| Employer contribution / active EE | $439 | $3,165-86.1% | $2,682-83.6% | $4,763-90.8% |
| Participant deferral / active EE | $7,951 | $4,176+90.4% | $3,738+112.7% | $5,983+32.9% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |