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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,048 | $104,953-81.9% | $84,637-77.5% | $152,909-87.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.89% | 373.94%-352.1pp | 258.82%-236.9pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,214 | $3,304-33.0% | $2,653-16.6% | $4,764-53.5% |
| Participant deferral / active EE | $2,698 | $4,691-42.5% | $3,900-30.8% | $5,851-53.9% |
| Admin fee / account holder | $15 | $6,244-99.8% | $4,914-99.7% | $11,601-99.9% |