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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,086 | $150,435-76.7% | $120,580-70.9% | $145,897-76.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.08% | 154.60%-141.5pp | 107.48%-94.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,298 | $4,352-70.2% | $3,469-62.6% | $4,663-72.2% |
| Participant deferral / active EE | $1,574 | $6,174-74.5% | $4,995-68.5% | $6,689-76.5% |
| Admin fee / account holder | $134 | $12,182-98.9% | $9,418-98.6% | $13,390-99.0% |