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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,950 | $109,908-73.7% | $97,161-70.2% | $145,978-80.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.98% | 243.80%-222.8pp | 75.36%-54.4pp | 550.52%-529.5pp |
| Employer contribution / active EE | $979 | $3,077-68.2% | $2,723-64.0% | $4,662-79.0% |
| Participant deferral / active EE | $11,870 | $4,679+153.7% | $4,265+178.3% | $6,690+77.4% |
| Admin fee / account holder | $176 | $6,213-97.2% | $5,647-96.9% | $13,400-98.7% |