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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,515 | $176,120-88.4% | $159,487-87.1% | $167,553-87.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.77% | 331.95%-316.2pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,939 | $5,299-63.4% | $4,831-59.9% | $4,840-59.9% |
| Participant deferral / active EE | $3,184 | $7,752-58.9% | $7,354-56.7% | $6,343-49.8% |
| Admin fee / account holder | $282 | $12,561-97.8% | $10,804-97.4% | $12,316-97.7% |