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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,695 | $67,823-93.1% | $52,425-91.0% | $137,256-96.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.95% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,165 | $1,163+0.2% | $914+27.5% | $4,156-72.0% |
| Participant deferral / active EE | $1,710 | $2,288-25.2% | $1,790-4.5% | $6,407-73.3% |
| Admin fee / account holder | $48 | $2,844-98.3% | $2,495-98.1% | $12,270-99.6% |