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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,364 | $112,915-78.4% | $90,965-73.2% | $158,950-84.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 45.51% | 215.75%-170.2pp | 134.57%-89.1pp | 302.91%-257.4pp |
| Employer contribution / active EE | $1,998 | $2,894-31.0% | $2,122-5.9% | $4,762-58.0% |
| Participant deferral / active EE | $1,999 | $4,128-51.6% | $3,373-40.7% | $5,983-66.6% |
| Admin fee / account holder | $101 | $8,044-98.7% | $5,960-98.3% | $11,248-99.1% |