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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,922 | $88,815-83.2% | $81,882-81.8% | $145,897-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.79% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,705 | $3,086-44.7% | $2,916-41.5% | $4,663-63.4% |
| Participant deferral / active EE | $1,705 | $4,647-63.3% | $4,323-60.6% | $6,689-74.5% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |