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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,705 | $111,814-86.8% | $93,654-84.3% | $145,959-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 203.30%-188.6pp | 133.34%-118.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,537 | $3,092-50.3% | $2,421-36.5% | $4,661-67.0% |
| Participant deferral / active EE | $1,354 | $4,914-72.4% | $4,413-69.3% | $6,689-79.8% |
| Admin fee / account holder | $162 | $10,246-98.4% | $8,282-98.0% | $13,398-98.8% |