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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,285 | $84,741-78.4% | $75,731-75.9% | $167,553-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 199.72%-182.8pp | 104.65%-87.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $3,694 | $3,230+14.3% | $2,743+34.7% | $4,840-23.7% |
| Participant deferral / active EE | $4,108 | $4,577-10.2% | $3,820+7.5% | $6,343-35.2% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |