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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,220 | $70,366-79.8% | $66,674-78.7% | $138,895-89.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.31% | 386.41%-372.1pp | 321.24%-306.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,080 | $2,765-60.9% | $2,620-58.8% | $4,194-74.3% |
| Participant deferral / active EE | $1,620 | $4,374-63.0% | $4,084-60.3% | $6,396-74.7% |
| Admin fee / account holder | $217 | $5,262-95.9% | $5,098-95.8% | $12,562-98.3% |