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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,723 | $104,937-84.1% | $84,628-80.2% | $152,897-89.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 28.53% | 373.88%-345.4pp | 258.80%-230.3pp | 345.43%-316.9pp |
| Employer contribution / active EE | $8,462 | $3,303+156.2% | $2,653+218.9% | $4,764+77.6% |
| Participant deferral / active EE | $5,504 | $4,690+17.3% | $3,900+41.1% | $5,851-5.9% |
| Admin fee / account holder | $34 | $6,243-99.4% | $4,914-99.3% | $11,599-99.7% |