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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,568 | $111,785-74.4% | $93,669-69.5% | $145,877-80.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.92% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,175 | $3,096+2.6% | $2,424+31.0% | $4,663-31.9% |
| Participant deferral / active EE | $6,164 | $4,919+25.3% | $4,416+39.6% | $6,691-7.9% |
| Admin fee / account holder | $153 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |