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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,533 | $72,071-89.5% | $68,368-89.0% | $137,256-94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.03% | 353.14%-326.1pp | 292.57%-265.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $2,011 | $2,788-27.9% | $2,649-24.1% | $4,156-51.6% |
| Participant deferral / active EE | $3,043 | $4,410-31.0% | $4,123-26.2% | $6,407-52.5% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |