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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,573 | $45,152-69.9% | $73,836-81.6% | $59,633-77.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 10.05% | 27.40%-17.4pp | 2268.06%-2258.0pp | 2041.45%-2031.4pp |
| Employer contribution / active EE | $4,186 | $1,901+120.2% | $2,787+50.2% | $2,203+90.0% |
| Participant deferral / active EE | $3,106 | $2,573+20.7% | $3,583-13.3% | $3,192-2.7% |
| Admin fee / account holder | $3 | $3,515-99.9% | $4,882-99.9% | $4,297-99.9% |