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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,813 | $112,935-42.6% | $90,970-28.8% | $158,966-59.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.37% | 215.79%-204.4pp | 134.58%-123.2pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,459 | $2,895-49.6% | $2,122-31.3% | $4,762-69.4% |
| Participant deferral / active EE | $1,959 | $4,129-52.5% | $3,373-41.9% | $5,983-67.3% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |