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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,750 | $159,934-88.3% | $147,005-87.2% | $145,959-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.77% | 98.24%-74.5pp | 418.76%-395.0pp | 561.95%-538.2pp |
| Employer contribution / active EE | $2,031 | $5,287-61.6% | $4,934-58.8% | $4,661-56.4% |
| Participant deferral / active EE | $3,180 | $8,427-62.3% | $8,070-60.6% | $6,689-52.5% |
| Admin fee / account holder | $49 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |