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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,836 | $96,388-91.9% | $80,627-90.3% | $139,466-94.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 33.72% | 1352.08%-1318.4pp | 936.76%-903.0pp | 373.66%-339.9pp |
| Employer contribution / active EE | $2,331 | $3,260-28.5% | $2,723-14.4% | $4,754-51.0% |
| Participant deferral / active EE | $2,329 | $5,224-55.4% | $4,443-47.6% | $6,712-65.3% |
| Admin fee / account holder | $231 | $6,603-96.5% | $5,381-95.7% | $11,409-98.0% |