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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,375 | $114,047-87.4% | $96,144-85.0% | $167,497-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.39% | 189.89%-169.5pp | 191.96%-171.6pp | 478.62%-458.2pp |
| Employer contribution / active EE | $2,326 | $3,427-32.1% | $2,797-16.9% | $4,838-51.9% |
| Participant deferral / active EE | $8,829 | $5,194+70.0% | $4,349+103.0% | $6,341+39.2% |
| Admin fee / account holder | $198 | $6,897-97.1% | $5,537-96.4% | $12,310-98.4% |