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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,139 | $167,030-93.3% | $135,768-91.8% | $155,188-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.48% | 678.39%-659.9pp | 526.10%-507.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $406 | $4,132-90.2% | $3,394-88.0% | $4,248-90.4% |
| Participant deferral / active EE | $979 | $4,528-78.4% | $3,977-75.4% | $6,531-85.0% |
| Admin fee / account holder | $39 | $8,172-99.5% | $7,048-99.5% | $14,480-99.7% |