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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,718 | $90,691-77.2% | $76,119-72.8% | $145,884-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 35.28% | 624.52%-589.2pp | 361.25%-326.0pp | 551.85%-516.6pp |
| Employer contribution / active EE | $1,511 | $3,329-54.6% | $2,693-43.9% | $4,662-67.6% |
| Participant deferral / active EE | $4,403 | $5,167-14.8% | $4,259+3.4% | $6,690-34.2% |
| Admin fee / account holder | $299 | $8,383-96.4% | $6,421-95.3% | $13,392-97.8% |