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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,008 | $111,535-85.6% | $105,223-84.8% | $137,256-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.33% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,850 | $3,939-53.0% | $3,689-49.8% | $4,156-55.5% |
| Participant deferral / active EE | $1,850 | $5,500-66.4% | $5,072-63.5% | $6,407-71.1% |
| Admin fee / account holder | $294 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |