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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,957 | $88,754+141.1% | $81,820+161.5% | $145,877+46.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.86% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,505 | $3,085-51.2% | $2,915-48.4% | $4,663-67.7% |
| Participant deferral / active EE | $2,600 | $4,648-44.1% | $4,323-39.9% | $6,691-61.1% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |