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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,211 | $104,924-88.4% | $84,623-85.6% | $152,885-92.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.04% | 373.82%-348.8pp | 258.77%-233.7pp | 345.39%-320.3pp |
| Employer contribution / active EE | $4,028 | $3,302+22.0% | $2,652+51.8% | $4,763-15.4% |
| Participant deferral / active EE | $2,059 | $4,689-56.1% | $3,899-47.2% | $5,851-64.8% |
| Admin fee / account holder | $92 | $6,242-98.5% | $4,913-98.1% | $11,598-99.2% |