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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,557 | $102,595-80.0% | $94,057-78.1% | $154,746-86.7% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 30.30% | 583.42%-553.1pp | 480.62%-450.3pp | 172.34%-142.0pp |
| Employer contribution / active EE | $2,578 | $3,147-18.1% | $2,933-12.1% | $4,379-41.1% |
| Participant deferral / active EE | $7,050 | $5,118+37.7% | $4,709+49.7% | $6,730+4.7% |
| Admin fee / account holder | $39 | $7,736-99.5% | $7,244-99.5% | $14,365-99.7% |