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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,324 | $111,787-82.7% | $93,681-79.4% | $145,978-86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.71% | 203.52%-184.8pp | 133.47%-114.8pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,496 | $3,093-51.6% | $2,422-38.2% | $4,662-67.9% |
| Participant deferral / active EE | $5,712 | $4,918+16.2% | $4,415+29.4% | $6,690-14.6% |
| Admin fee / account holder | $232 | $10,256-97.7% | $8,290-97.2% | $13,400-98.3% |