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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,694 | $104,924-63.1% | $84,623-54.3% | $152,885-74.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.03% | 373.82%-350.8pp | 258.77%-235.7pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,174 | $3,302-34.2% | $2,652-18.1% | $4,763-54.4% |
| Participant deferral / active EE | $11,110 | $4,689+137.0% | $3,899+184.9% | $5,851+89.9% |
| Admin fee / account holder | $89 | $6,242-98.6% | $4,913-98.2% | $11,598-99.2% |