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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,668 | $176,105-84.3% | $159,474-82.7% | $167,536-83.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.32% | 331.91%-307.6pp | 263.68%-239.4pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,747 | $5,299-67.0% | $4,831-63.8% | $4,839-63.9% |
| Participant deferral / active EE | $18,053 | $7,751+132.9% | $7,353+145.5% | $6,342+184.7% |
| Admin fee / account holder | $145 | $12,559-98.8% | $10,802-98.7% | $12,315-98.8% |