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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,093 | $111,785-80.2% | $93,669-76.4% | $145,877-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.07% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,709 | $3,096-12.5% | $2,424+11.8% | $4,663-41.9% |
| Participant deferral / active EE | $5,599 | $4,919+13.8% | $4,416+26.8% | $6,691-16.3% |
| Admin fee / account holder | $284 | $10,256-97.2% | $8,291-96.6% | $13,402-97.9% |