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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,966 | $109,411-86.3% | $89,435-83.3% | $158,982-90.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.33% | 345.68%-332.3pp | 245.55%-232.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,233 | $3,173-29.6% | $2,587-13.7% | $4,763-53.1% |
| Participant deferral / active EE | $1,880 | $4,600-59.1% | $3,890-51.7% | $5,983-68.6% |
| Admin fee / account holder | $91 | $6,159-98.5% | $4,884-98.1% | $11,252-99.2% |