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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,959 | $108,701-86.2% | $74,723-80.0% | $152,909-90.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.44% | 114.12%-94.7pp | 753.18%-733.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,912 | $1,504+27.1% | $1,084+76.4% | $4,764-59.9% |
| Participant deferral / active EE | $2,963 | $2,709+9.4% | $1,962+51.0% | $5,851-49.4% |
| Admin fee / account holder | $182 | $4,906-96.3% | $3,335-94.5% | $11,601-98.4% |