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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,950 | $72,071-95.9% | $68,368-95.7% | $137,256-97.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.19% | 353.14%-323.0pp | 292.57%-262.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,082 | $2,788-61.2% | $2,649-59.2% | $4,156-74.0% |
| Participant deferral / active EE | $1,753 | $4,410-60.2% | $4,123-57.5% | $6,407-72.6% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |