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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,858 | $60,305-68.7% | $81,780-76.9% | $74,400-74.7% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.4%+26.1pp | 67.2%+31.2pp |
| Annual return | 12.59% | 16.89%-4.3pp | 776.27%-763.7pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $4,697 | $2,623+79.1% | $2,914+61.2% | $2,624+79.0% |
| Participant deferral / active EE | $1,469 | $3,390-56.7% | $4,321-66.0% | $4,348-66.2% |
| Admin fee / account holder | $0 | $1,484-100.0% | $7,384-100.0% | $1,944-100.0% |