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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,805 | $72,071-60.0% | $68,368-57.9% | $137,256-79.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.39% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,503 | $2,788+25.6% | $2,649+32.2% | $4,156-15.7% |
| Participant deferral / active EE | $17,978 | $4,410+307.7% | $4,123+336.1% | $6,407+180.6% |
| Admin fee / account holder | $77 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |