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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,271 | $111,830-83.7% | $93,696-80.5% | $145,884-87.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.51% | 204.08%-192.6pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,218 | $3,093-60.6% | $2,422-49.7% | $4,662-73.9% |
| Participant deferral / active EE | $2,696 | $4,920-45.2% | $4,417-39.0% | $6,690-59.7% |
| Admin fee / account holder | $63 | $10,249-99.4% | $8,287-99.2% | $13,392-99.5% |