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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,598 | $157,829-85.0% | $136,867-82.8% | $198,609-88.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 73.20% | 51.25%+22.0pp | 42.97%+30.2pp | 202.70%-129.5pp |
| Employer contribution / active EE | $1,903 | $3,923-51.5% | $3,547-46.3% | $5,055-62.4% |
| Participant deferral / active EE | $4,119 | $5,463-24.6% | $4,924-16.3% | $6,977-41.0% |
| Admin fee / account holder | $27 | $11,107-99.8% | $10,340-99.7% | $19,030-99.9% |