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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,493 | $114,073-82.9% | $96,161-79.7% | $167,518-88.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.98% | 189.95%-175.0pp | 192.01%-177.0pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,351 | $3,428-60.6% | $2,798-51.7% | $4,838-72.1% |
| Participant deferral / active EE | $4,287 | $5,195-17.5% | $4,349-1.4% | $6,342-32.4% |
| Admin fee / account holder | $246 | $6,899-96.4% | $5,538-95.6% | $12,312-98.0% |