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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,950 | $154,754-84.5% | $124,206-80.7% | $138,895-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.07% | 709.28%-690.2pp | 515.27%-496.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,413 | $4,446-68.2% | $3,540-60.1% | $4,194-66.3% |
| Participant deferral / active EE | $5,175 | $4,621+12.0% | $3,968+30.4% | $6,396-19.1% |
| Admin fee / account holder | $272 | $6,690-95.9% | $5,929-95.4% | $12,562-97.8% |