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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,515 | $110,629-90.5% | $80,784-87.0% | $167,553-93.7% |
| Participation rate | 94.7% | 64.0%+30.8pp | 54.2%+40.6pp | 82.1%+12.6pp |
| Annual return | 33.72% | 120.58%-86.9pp | 87.31%-53.6pp | 478.89%-445.2pp |
| Employer contribution / active EE | $1,013 | $1,543-34.4% | $1,160-12.7% | $4,840-79.1% |
| Participant deferral / active EE | $2,842 | $2,871-1.0% | $2,145+32.5% | $6,343-55.2% |
| Admin fee / account holder | $199 | $4,547-95.6% | $3,380-94.1% | $12,316-98.4% |