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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,306 | $125,778-89.4% | $114,563-88.4% | $154,746-91.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.71% | 295.14%-274.4pp | 241.09%-220.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,357 | $2,806-16.0% | $2,592-9.1% | $4,379-46.2% |
| Participant deferral / active EE | $2,844 | $4,445-36.0% | $4,142-31.3% | $6,730-57.7% |
| Admin fee / account holder | $119 | $8,190-98.6% | $7,623-98.4% | $14,365-99.2% |