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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,901 | $88,778-82.1% | $81,844-80.6% | $145,884-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.37% | 1033.03%-1017.7pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,255 | $3,087+5.5% | $2,916+11.6% | $4,662-30.2% |
| Participant deferral / active EE | $3,568 | $4,648-23.3% | $4,323-17.5% | $6,690-46.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |