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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,141 | $100,073-87.9% | $85,126-85.7% | $145,877-91.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 84.11%-71.1pp | 66.63%-53.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,041 | $3,236-67.8% | $2,731-61.9% | $4,663-77.7% |
| Participant deferral / active EE | $1,064 | $5,294-79.9% | $4,523-76.5% | $6,691-84.1% |
| Admin fee / account holder | $1 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |