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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,467 | $72,071-79.9% | $68,368-78.8% | $137,256-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 41.14% | 353.14%-312.0pp | 292.57%-251.4pp | 220.34%-179.2pp |
| Employer contribution / active EE | $2,061 | $2,788-26.1% | $2,649-22.2% | $4,156-50.4% |
| Participant deferral / active EE | $6,677 | $4,410+51.4% | $4,123+62.0% | $6,407+4.2% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |