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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,085 | $111,535-91.9% | $105,223-91.4% | $137,256-93.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.52% | 237.85%-207.3pp | 180.65%-150.1pp | 220.34%-189.8pp |
| Employer contribution / active EE | $1,303 | $3,939-66.9% | $3,689-64.7% | $4,156-68.7% |
| Participant deferral / active EE | $2,291 | $5,500-58.4% | $5,072-54.8% | $6,407-64.2% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |