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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,620 | $68,097-82.9% | $62,929-81.5% | $137,256-91.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.50% | 1859.11%-1835.6pp | 1063.93%-1040.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,226 | $2,811-56.4% | $2,505-51.0% | $4,156-70.5% |
| Participant deferral / active EE | $2,037 | $4,553-55.2% | $3,888-47.6% | $6,407-68.2% |
| Admin fee / account holder | $56 | $6,521-99.1% | $5,065-98.9% | $12,270-99.5% |