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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,322 | $121,677-84.9% | $104,625-82.5% | $158,966-88.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 27.03% | 465.58%-438.5pp | 340.60%-313.6pp | 302.95%-275.9pp |
| Employer contribution / active EE | $2,663 | $3,165-15.9% | $2,681-0.7% | $4,762-44.1% |
| Participant deferral / active EE | $10,275 | $4,175+146.1% | $3,738+174.9% | $5,983+71.7% |
| Admin fee / account holder | $250 | $7,777-96.8% | $6,465-96.1% | $11,250-97.8% |