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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,234 | $125,778-87.1% | $114,563-85.8% | $154,746-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.91% | 295.14%-278.2pp | 241.09%-224.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,872 | $2,806-33.3% | $2,592-27.8% | $4,379-57.3% |
| Participant deferral / active EE | $3,165 | $4,445-28.8% | $4,142-23.6% | $6,730-53.0% |
| Admin fee / account holder | $188 | $8,190-97.7% | $7,623-97.5% | $14,365-98.7% |