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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,831 | $176,120-87.0% | $159,487-85.7% | $167,553-86.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.54% | 331.95%-314.4pp | 263.71%-246.2pp | 478.89%-461.4pp |
| Employer contribution / active EE | $2,440 | $5,299-54.0% | $4,831-49.5% | $4,840-49.6% |
| Participant deferral / active EE | $2,624 | $7,752-66.1% | $7,354-64.3% | $6,343-58.6% |
| Admin fee / account holder | $94 | $12,561-99.3% | $10,804-99.1% | $12,316-99.2% |