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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,931 | $72,071-83.4% | $68,368-82.5% | $137,256-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.20% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,636 | $2,788-41.3% | $2,649-38.2% | $4,156-60.6% |
| Participant deferral / active EE | $2,563 | $4,410-41.9% | $4,123-37.8% | $6,407-60.0% |
| Admin fee / account holder | $194 | $5,336-96.4% | $5,150-96.2% | $12,270-98.4% |