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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,260 | $109,411-83.3% | $89,435-79.6% | $158,982-88.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.49% | 345.68%-330.2pp | 245.55%-230.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,203 | $3,173-62.1% | $2,587-53.5% | $4,763-74.7% |
| Participant deferral / active EE | $1,186 | $4,600-74.2% | $3,890-69.5% | $5,983-80.2% |
| Admin fee / account holder | $18 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |