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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,802 | $70,366-79.0% | $66,674-77.8% | $138,895-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.70% | 386.41%-362.7pp | 321.24%-297.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $2,509 | $2,765-9.3% | $2,620-4.2% | $4,194-40.2% |
| Participant deferral / active EE | $1,947 | $4,374-55.5% | $4,084-52.3% | $6,396-69.6% |
| Admin fee / account holder | $101 | $5,262-98.1% | $5,098-98.0% | $12,562-99.2% |