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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,421 | $109,344-87.7% | $89,400-85.0% | $158,950-91.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.53% | 345.73%-317.2pp | 245.64%-217.1pp | 302.91%-274.4pp |
| Employer contribution / active EE | $2,602 | $3,170-17.9% | $2,586+0.6% | $4,762-45.4% |
| Participant deferral / active EE | $2,600 | $4,599-43.5% | $3,890-33.2% | $5,983-56.5% |
| Admin fee / account holder | $46 | $6,154-99.3% | $4,882-99.1% | $11,248-99.6% |