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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,279 | $114,073-69.1% | $96,161-63.3% | $167,518-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.61% | 189.95%-178.3pp | 192.01%-180.4pp | 478.71%-467.1pp |
| Employer contribution / active EE | $1,083 | $3,428-68.4% | $2,798-61.3% | $4,838-77.6% |
| Participant deferral / active EE | $2,633 | $5,195-49.3% | $4,349-39.5% | $6,342-58.5% |
| Admin fee / account holder | $71 | $6,899-99.0% | $5,538-98.7% | $12,312-99.4% |