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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,008 | $154,754-91.6% | $124,206-89.5% | $138,895-90.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.39% | 709.28%-689.9pp | 515.27%-495.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $890 | $4,446-80.0% | $3,540-74.9% | $4,194-78.8% |
| Participant deferral / active EE | $2,307 | $4,621-50.1% | $3,968-41.9% | $6,396-63.9% |
| Admin fee / account holder | $39 | $6,690-99.4% | $5,929-99.4% | $12,562-99.7% |