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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,993 | $88,754-83.1% | $81,820-81.7% | $145,877-89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.82% | 1031.77%-1017.0pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,968 | $3,085-3.8% | $2,915+1.8% | $4,663-36.4% |
| Participant deferral / active EE | $2,917 | $4,648-37.2% | $4,323-32.5% | $6,691-56.4% |
| Admin fee / account holder | $183 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |