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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,547 | $88,702-74.6% | $81,780-72.4% | $145,978-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,248 | $3,084-59.6% | $2,914-57.2% | $4,662-73.2% |
| Participant deferral / active EE | $1,455 | $4,645-68.7% | $4,321-66.3% | $6,690-78.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |