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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,373 | $112,131-78.3% | $95,964-74.6% | $158,982-84.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.88% | 171.19%-146.3pp | 91.64%-66.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $873 | $3,199-72.7% | $2,541-65.6% | $4,763-81.7% |
| Participant deferral / active EE | $5,164 | $4,784+7.9% | $4,167+23.9% | $5,983-13.7% |
| Admin fee / account holder | $58 | $10,136-99.4% | $6,797-99.2% | $11,252-99.5% |