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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,140 | $109,411-77.9% | $89,435-73.0% | $158,982-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.97% | 345.68%-333.7pp | 245.55%-233.6pp | 302.99%-291.0pp |
| Employer contribution / active EE | $4,929 | $3,173+55.4% | $2,587+90.5% | $4,763+3.5% |
| Participant deferral / active EE | $1,907 | $4,600-58.5% | $3,890-51.0% | $5,983-68.1% |
| Admin fee / account holder | $56 | $6,159-99.1% | $4,884-98.9% | $11,252-99.5% |