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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,389 | $67,823-58.1% | $52,425-45.8% | $137,256-79.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.82% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,179 | $1,163+1.3% | $914+28.9% | $4,156-71.6% |
| Participant deferral / active EE | $4,248 | $2,288+85.7% | $1,790+137.3% | $6,407-33.7% |
| Admin fee / account holder | $192 | $2,844-93.2% | $2,495-92.3% | $12,270-98.4% |