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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,734 | $93,098-84.2% | $77,081-80.9% | $134,509-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 124.96% | 62.63%+62.3pp | 42.33%+82.6pp | 418.13%-293.2pp |
| Employer contribution / active EE | $1,040 | $3,419-69.6% | $2,813-63.0% | $4,741-78.1% |
| Participant deferral / active EE | $3,822 | $5,239-27.0% | $4,428-13.7% | $6,400-40.3% |
| Admin fee / account holder | $127 | $6,945-98.2% | $5,427-97.7% | $11,427-98.9% |