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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,890 | $112,933-81.5% | $90,970-77.0% | $158,982-86.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 32.05% | 215.82%-183.8pp | 134.60%-102.5pp | 302.99%-270.9pp |
| Employer contribution / active EE | $1,038 | $2,893-64.1% | $2,122-51.1% | $4,763-78.2% |
| Participant deferral / active EE | $6,140 | $4,128+48.7% | $3,373+82.0% | $5,983+2.6% |
| Admin fee / account holder | $288 | $8,047-96.4% | $5,961-95.2% | $11,252-97.4% |