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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,504 | $88,754-91.5% | $81,820-90.8% | $145,877-94.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1031.77%-1014.4pp | 777.93%-760.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,405 | $3,085-22.0% | $2,915-17.5% | $4,663-48.4% |
| Participant deferral / active EE | $2,460 | $4,648-47.1% | $4,323-43.1% | $6,691-63.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |