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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,515 | $176,071-88.3% | $159,450-87.1% | $167,497-87.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.77% | 331.79%-316.0pp | 263.60%-247.8pp | 478.62%-462.8pp |
| Employer contribution / active EE | $1,939 | $5,298-63.4% | $4,830-59.9% | $4,838-59.9% |
| Participant deferral / active EE | $3,184 | $7,750-58.9% | $7,352-56.7% | $6,341-49.8% |
| Admin fee / account holder | $282 | $12,555-97.8% | $10,800-97.4% | $12,310-97.7% |