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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,443 | $107,363-82.8% | $92,909-80.1% | $152,897-87.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.33% | 145.63%-117.3pp | 109.44%-81.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,690 | $4,222-60.0% | $3,653-53.7% | $4,764-64.5% |
| Participant deferral / active EE | $14,918 | $4,848+207.7% | $4,238+252.0% | $5,851+155.0% |
| Admin fee / account holder | $109 | $7,082-98.5% | $5,795-98.1% | $11,599-99.1% |