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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,866 | $149,040-78.6% | $120,225-73.5% | $137,256-76.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.91% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $551 | $4,350-87.3% | $3,475-84.2% | $4,156-86.8% |
| Participant deferral / active EE | $551 | $4,655-88.2% | $3,999-86.2% | $6,407-91.4% |
| Admin fee / account holder | $136 | $6,348-97.9% | $5,696-97.6% | $12,270-98.9% |