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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,101 | $111,535-82.0% | $105,223-80.9% | $137,256-85.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.74% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,598 | $3,939-59.4% | $3,689-56.7% | $4,156-61.6% |
| Participant deferral / active EE | $3,443 | $5,500-37.4% | $5,072-32.1% | $6,407-46.3% |
| Admin fee / account holder | $70 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |