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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,045 | $114,093-89.4% | $96,171-87.5% | $167,536-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 30.78% | 190.00%-159.2pp | 192.04%-161.3pp | 478.82%-448.0pp |
| Employer contribution / active EE | $1,540 | $3,429-55.1% | $2,799-45.0% | $4,839-68.2% |
| Participant deferral / active EE | $2,274 | $5,197-56.2% | $4,350-47.7% | $6,342-64.1% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |