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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,951 | $112,933-81.4% | $90,970-77.0% | $158,982-86.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.44% | 215.82%-198.4pp | 134.60%-117.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,458 | $2,893-49.6% | $2,122-31.3% | $4,763-69.4% |
| Participant deferral / active EE | $1,525 | $4,128-63.1% | $3,373-54.8% | $5,983-74.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |