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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,827 | $70,366-86.0% | $66,674-85.3% | $138,895-92.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 31.22% | 386.41%-355.2pp | 321.24%-290.0pp | 145.39%-114.2pp |
| Employer contribution / active EE | $2,741 | $2,765-0.9% | $2,620+4.6% | $4,194-34.7% |
| Participant deferral / active EE | $4,542 | $4,374+3.8% | $4,084+11.2% | $6,396-29.0% |
| Admin fee / account holder | $59 | $5,262-98.9% | $5,098-98.8% | $12,562-99.5% |