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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,324 | $111,830-82.7% | $93,696-79.4% | $145,884-86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.71% | 204.08%-185.4pp | 133.74%-115.0pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,496 | $3,093-51.6% | $2,422-38.2% | $4,662-67.9% |
| Participant deferral / active EE | $5,712 | $4,920+16.1% | $4,417+29.3% | $6,690-14.6% |
| Admin fee / account holder | $232 | $10,249-97.7% | $8,287-97.2% | $13,392-98.3% |