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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,483 | $167,030-86.5% | $135,768-83.4% | $155,188-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.12% | 678.39%-659.3pp | 526.10%-507.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,248 | $4,132-45.6% | $3,394-33.8% | $4,248-47.1% |
| Participant deferral / active EE | $4,703 | $4,528+3.9% | $3,977+18.2% | $6,531-28.0% |
| Admin fee / account holder | $59 | $8,172-99.3% | $7,048-99.2% | $14,480-99.6% |