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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,209 | $125,193-80.7% | $105,591-77.1% | $145,978-83.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.07% | 225.53%-208.5pp | 116.43%-99.4pp | 550.52%-533.4pp |
| Employer contribution / active EE | $4,916 | $3,718+32.2% | $3,166+55.3% | $4,662+5.5% |
| Participant deferral / active EE | $7,108 | $5,708+24.5% | $5,008+41.9% | $6,690+6.3% |
| Admin fee / account holder | $27 | $17,277-99.8% | $11,024-99.8% | $13,400-99.8% |