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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,145 | $67,823-64.4% | $52,425-53.9% | $137,256-82.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.96% | 219.11%-198.1pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,092 | $1,163-6.1% | $914+19.5% | $4,156-73.7% |
| Participant deferral / active EE | $800 | $2,288-65.0% | $1,790-55.3% | $6,407-87.5% |
| Admin fee / account holder | $181 | $2,844-93.6% | $2,495-92.8% | $12,270-98.5% |