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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,522 | $112,933-80.1% | $90,970-75.2% | $158,982-85.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.81% | 215.82%-203.0pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,789 | $2,893-38.2% | $2,122-15.7% | $4,763-62.4% |
| Participant deferral / active EE | $6,196 | $4,128+50.1% | $3,373+83.7% | $5,983+3.6% |
| Admin fee / account holder | $12 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |