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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,310 | $107,368-78.3% | $92,915-74.9% | $152,909-84.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.12% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,567 | $4,222-62.9% | $3,653-57.1% | $4,764-67.1% |
| Participant deferral / active EE | $6,106 | $4,848+26.0% | $4,238+44.1% | $5,851+4.4% |
| Admin fee / account holder | $10 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |