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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,847 | $72,071-87.7% | $68,368-87.1% | $137,256-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.24% | 353.14%-321.9pp | 292.57%-261.3pp | 220.34%-189.1pp |
| Employer contribution / active EE | $1,503 | $2,788-46.1% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $4,707 | $4,410+6.7% | $4,123+14.2% | $6,407-26.5% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |