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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,371 | $99,995-86.6% | $85,063-84.3% | $145,978-90.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 83.99%-72.3pp | 66.54%-54.8pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,503 | $3,231-53.5% | $2,727-44.9% | $4,662-67.8% |
| Participant deferral / active EE | $5,040 | $5,295-4.8% | $4,523+11.4% | $6,690-24.7% |
| Admin fee / account holder | $213 | $7,255-97.1% | $6,155-96.5% | $13,400-98.4% |