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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,375 | $114,130-87.4% | $96,192-85.1% | $167,553-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.39% | 190.07%-169.7pp | 192.09%-171.7pp | 478.89%-458.5pp |
| Employer contribution / active EE | $2,326 | $3,431-32.2% | $2,799-16.9% | $4,840-51.9% |
| Participant deferral / active EE | $8,829 | $5,198+69.9% | $4,351+102.9% | $6,343+39.2% |
| Admin fee / account holder | $198 | $6,901-97.1% | $5,539-96.4% | $12,316-98.4% |