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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,650 | $111,878-83.3% | $93,727-80.1% | $145,897-87.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.49% | 204.28%-188.8pp | 133.83%-118.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,100 | $3,092-64.4% | $2,421-54.6% | $4,663-76.4% |
| Participant deferral / active EE | $3,577 | $4,920-27.3% | $4,417-19.0% | $6,689-46.5% |
| Admin fee / account holder | $147 | $10,256-98.6% | $8,292-98.2% | $13,390-98.9% |