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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,136 | $121,677-78.5% | $104,625-75.0% | $158,966-83.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.89% | 465.58%-451.7pp | 340.60%-326.7pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,956 | $3,165-38.2% | $2,681-27.1% | $4,762-58.9% |
| Participant deferral / active EE | $5,911 | $4,175+41.6% | $3,738+58.2% | $5,983-1.2% |
| Admin fee / account holder | $213 | $7,777-97.3% | $6,465-96.7% | $11,250-98.1% |