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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,549 | $68,097-68.4% | $62,929-65.8% | $137,256-84.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.79% | 1859.11%-1835.3pp | 1063.93%-1040.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,400 | $2,811-50.2% | $2,505-44.1% | $4,156-66.3% |
| Participant deferral / active EE | $1,600 | $4,553-64.9% | $3,888-58.9% | $6,407-75.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |