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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,753 | $28,624-55.4% | $53,647-76.2% | $82,637-84.6% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 246.66% | 664.98%-418.3pp | 358.33%-111.7pp | 53.51%+193.2pp |
| Employer contribution / active EE | $984 | $637+54.5% | $962+2.3% | $2,552-61.5% |
| Participant deferral / active EE | $1,594 | $1,196+33.2% | $1,813-12.1% | $4,126-61.4% |
| Admin fee / account holder | $117 | $2,022-94.2% | $2,460-95.2% | $7,339-98.4% |