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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,347 | $88,754-68.1% | $81,820-65.4% | $145,877-80.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.97% | 1031.77%-1016.8pp | 777.93%-763.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,908 | $3,085-5.8% | $2,915-0.3% | $4,663-37.6% |
| Participant deferral / active EE | $6,445 | $4,648+38.7% | $4,323+49.1% | $6,691-3.7% |
| Admin fee / account holder | $18 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |