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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,407 | $154,754-86.8% | $124,206-83.6% | $138,895-85.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.43% | 709.28%-688.8pp | 515.27%-494.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $4,134 | $4,446-7.0% | $3,540+16.8% | $4,194-1.4% |
| Participant deferral / active EE | $4,109 | $4,621-11.1% | $3,968+3.6% | $6,396-35.8% |
| Admin fee / account holder | $86 | $6,690-98.7% | $5,929-98.5% | $12,562-99.3% |