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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,713 | $111,785-73.4% | $93,669-68.3% | $145,877-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.17% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,392 | $3,096-22.7% | $2,424-1.3% | $4,663-48.7% |
| Participant deferral / active EE | $11,351 | $4,919+130.8% | $4,416+157.1% | $6,691+69.7% |
| Admin fee / account holder | $293 | $10,256-97.1% | $8,291-96.5% | $13,402-97.8% |