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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,631 | $102,595-84.8% | $94,057-83.4% | $154,746-89.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.25% | 583.42%-563.2pp | 480.62%-460.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,560 | $3,147-50.4% | $2,933-46.8% | $4,379-64.4% |
| Participant deferral / active EE | $2,800 | $5,118-45.3% | $4,709-40.5% | $6,730-58.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |