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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,418 | $72,071-75.8% | $68,368-74.5% | $137,256-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.83% | 353.14%-329.3pp | 292.57%-268.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,543 | $2,788+27.1% | $2,649+33.8% | $4,156-14.8% |
| Participant deferral / active EE | $3,543 | $4,410-19.7% | $4,123-14.1% | $6,407-44.7% |
| Admin fee / account holder | $128 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |