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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,396 | $118,708-68.5% | $98,920-62.2% | $158,982-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.36% | 372.49%-351.1pp | 196.47%-175.1pp | 302.99%-281.6pp |
| Employer contribution / active EE | $520 | $3,334-84.4% | $2,689-80.7% | $4,763-89.1% |
| Participant deferral / active EE | $13,000 | $5,089+155.4% | $4,245+206.2% | $5,983+117.3% |
| Admin fee / account holder | $283 | $10,134-97.2% | $6,643-95.7% | $11,252-97.5% |