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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,527 | $103,000-86.9% | $90,300-85.0% | $152,885-91.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.83% | 95.19%-75.4pp | 78.11%-58.3pp | 345.39%-325.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,786 | $4,281-11.6% | $3,884-2.5% | $5,851-35.3% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |