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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,281 | $176,120-68.0% | $159,487-64.7% | $167,553-66.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.28% | 331.95%-317.7pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,015 | $5,299-80.9% | $4,831-79.0% | $4,840-79.0% |
| Participant deferral / active EE | $7,035 | $7,752-9.2% | $7,354-4.3% | $6,343+10.9% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |