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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,379 | $104,577-80.5% | $76,667-73.4% | $152,909-86.7% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.6pp | 82.5%+12.3pp |
| Annual return | 20.85% | 1014.36%-993.5pp | 1166.74%-1145.9pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,086 | $3,119-65.2% | $2,303-52.8% | $4,764-77.2% |
| Participant deferral / active EE | $1,951 | $4,237-53.9% | $3,336-41.5% | $5,851-66.7% |
| Admin fee / account holder | $144 | $12,290-98.8% | $6,423-97.8% | $11,601-98.8% |