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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,230 | $108,897-88.8% | $100,378-87.8% | $145,877-91.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 58.17%-41.8pp | 49.41%-33.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,728 | $4,420-60.9% | $3,942-56.2% | $4,663-62.9% |
| Participant deferral / active EE | $2,918 | $8,455-65.5% | $8,087-63.9% | $6,691-56.4% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,899-99.7% | $13,402-99.8% |