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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,512 | $88,702-58.8% | $81,780-55.4% | $145,978-75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.38% | 1029.12%-1017.7pp | 776.27%-764.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $509 | $3,084-83.5% | $2,914-82.5% | $4,662-89.1% |
| Participant deferral / active EE | $2,133 | $4,645-54.1% | $4,321-50.6% | $6,690-68.1% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |