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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,380 | $73,421-62.7% | $66,439-58.8% | $155,188-82.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 14.07% | 1382.37%-1368.3pp | 757.66%-743.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,356 | $3,039-22.5% | $2,637-10.7% | $4,248-44.5% |
| Participant deferral / active EE | $2,323 | $4,680-50.4% | $3,876-40.1% | $6,531-64.4% |
| Admin fee / account holder | $291 | $8,856-96.7% | $6,173-95.3% | $14,480-98.0% |