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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,980 | $129,737-67.6% | $119,126-64.8% | $154,746-72.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.93% | 379.08%-366.1pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,454 | $4,375-66.8% | $4,034-64.0% | $4,379-66.8% |
| Participant deferral / active EE | $3,379 | $5,842-42.2% | $5,318-36.5% | $6,730-49.8% |
| Admin fee / account holder | $300 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |