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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,424 | $90,617-78.6% | $79,476-75.6% | $135,382-85.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.04% | 977.57%-967.5pp | 718.21%-708.2pp | 519.77%-509.7pp |
| Employer contribution / active EE | $500 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $286 | $5,907-95.2% | $5,113-94.4% | $10,829-97.4% |