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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,947 | $106,923-80.4% | $84,023-75.1% | $152,909-86.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.46% | 105.02%-84.6pp | 71.32%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,805 | $2,735+2.5% | $1,984+41.4% | $4,764-41.1% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $290 | $8,289-96.5% | $6,102-95.2% | $11,601-97.5% |