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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,129 | $107,353-77.5% | $92,903-74.0% | $152,885-84.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.41% | 145.62%-117.2pp | 109.43%-81.0pp | 345.39%-317.0pp |
| Employer contribution / active EE | $1,753 | $4,222-58.5% | $3,653-52.0% | $4,763-63.2% |
| Participant deferral / active EE | $9,650 | $4,848+99.1% | $4,238+127.7% | $5,851+64.9% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |