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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,759 | $107,363-82.5% | $92,909-79.8% | $152,897-87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 126.51% | 145.63%-19.1pp | 109.44%+17.1pp | 345.43%-218.9pp |
| Employer contribution / active EE | $4,262 | $4,222+1.0% | $3,653+16.7% | $4,764-10.5% |
| Participant deferral / active EE | $13,371 | $4,848+175.8% | $4,238+215.5% | $5,851+128.5% |
| Admin fee / account holder | $138 | $7,082-98.1% | $5,795-97.6% | $11,599-98.8% |