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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,540 | $107,353-83.7% | $92,903-81.1% | $152,885-88.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.16% | 145.62%-120.5pp | 109.43%-84.3pp | 345.39%-320.2pp |
| Employer contribution / active EE | $6,574 | $4,222+55.7% | $3,653+80.0% | $4,763+38.0% |
| Participant deferral / active EE | $3,510 | $4,848-27.6% | $4,238-17.2% | $5,851-40.0% |
| Admin fee / account holder | $226 | $7,081-96.8% | $5,795-96.1% | $11,598-98.1% |