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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,732 | $154,754-86.0% | $124,206-82.5% | $138,895-84.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.19% | 709.28%-695.1pp | 515.27%-501.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,135 | $4,446-74.5% | $3,540-67.9% | $4,194-72.9% |
| Participant deferral / active EE | $574 | $4,621-87.6% | $3,968-85.5% | $6,396-91.0% |
| Admin fee / account holder | $135 | $6,690-98.0% | $5,929-97.7% | $12,562-98.9% |