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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,874 | $72,071-93.2% | $68,368-92.9% | $137,256-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.28% | 353.14%-322.9pp | 292.57%-262.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,023 | $2,788-27.4% | $2,649-23.6% | $4,156-51.3% |
| Participant deferral / active EE | $2,023 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $44 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |