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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,873 | $90,614-92.4% | $76,089-91.0% | $145,877-95.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.02% | 623.80%-608.8pp | 360.94%-345.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,293 | $3,324-31.0% | $2,690-14.8% | $4,663-50.8% |
| Participant deferral / active EE | $2,293 | $5,168-55.6% | $4,259-46.2% | $6,691-65.7% |
| Admin fee / account holder | $19 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |