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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,416 | $81,696-83.6% | $70,494-81.0% | $158,982-91.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.27% | 208.70%-182.4pp | 109.16%-82.9pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,212 | $3,220-62.4% | $2,738-55.7% | $4,763-74.5% |
| Participant deferral / active EE | $1,220 | $4,558-73.2% | $3,711-67.1% | $5,983-79.6% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |