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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,461 | $88,754-75.8% | $81,820-73.8% | $145,877-85.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.66% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,025 | $3,085-2.0% | $2,915+3.8% | $4,663-35.1% |
| Participant deferral / active EE | $3,375 | $4,648-27.4% | $4,323-21.9% | $6,691-49.6% |
| Admin fee / account holder | $142 | $8,424-98.3% | $7,391-98.1% | $13,402-98.9% |