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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,833 | $72,071-86.4% | $68,368-85.6% | $137,256-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.03% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,773 | $2,788-36.4% | $2,649-33.1% | $4,156-57.3% |
| Participant deferral / active EE | $1,913 | $4,410-56.6% | $4,123-53.6% | $6,407-70.1% |
| Admin fee / account holder | $95 | $5,336-98.2% | $5,150-98.2% | $12,270-99.2% |