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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,656 | $102,938-88.7% | $94,105-87.6% | $138,895-91.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 20.89% | 250.28%-229.4pp | 204.55%-183.7pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,224 | $2,732-55.2% | $2,504-51.1% | $4,194-70.8% |
| Participant deferral / active EE | $1,836 | $4,196-56.2% | $3,881-52.7% | $6,396-71.3% |
| Admin fee / account holder | $10 | $6,600-99.9% | $6,199-99.8% | $12,562-99.9% |