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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,210 | $73,518-80.7% | $63,005-77.4% | $147,585-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.89% | 175.46%-161.6pp | 87.59%-73.7pp | 578.58%-564.7pp |
| Employer contribution / active EE | $1,051 | $3,322-68.4% | $2,760-61.9% | $4,876-78.4% |
| Participant deferral / active EE | $2,839 | $4,183-32.1% | $3,329-14.7% | $5,439-47.8% |
| Admin fee / account holder | $237 | $5,952-96.0% | $3,599-93.4% | $10,886-97.8% |