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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,328 | $210,698-75.2% | $178,014-70.6% | $145,959-64.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.60% | 386.27%-369.7pp | 294.80%-278.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $868 | $4,567-81.0% | $3,950-78.0% | $4,661-81.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $92 | $12,016-99.2% | $10,362-99.1% | $13,398-99.3% |