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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,732 | $102,624-80.8% | $86,200-77.1% | $139,427-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.86% | 1922.69%-1904.8pp | 1168.58%-1150.7pp | 373.27%-355.4pp |
| Employer contribution / active EE | $1,652 | $3,033-45.5% | $2,381-30.6% | $4,752-65.2% |
| Participant deferral / active EE | $1,652 | $4,676-64.7% | $3,986-58.6% | $6,711-75.4% |
| Admin fee / account holder | $156 | $8,658-98.2% | $6,853-97.7% | $11,404-98.6% |