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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,518 | $96,678-81.9% | $86,640-79.8% | $139,466-87.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.00% | 106.69%-82.7pp | 592.52%-568.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $3,500 | $3,265+7.2% | $3,024+15.7% | $4,754-26.4% |
| Participant deferral / active EE | $4,000 | $4,837-17.3% | $4,438-9.9% | $6,712-40.4% |
| Admin fee / account holder | $147 | $6,410-97.7% | $5,616-97.4% | $11,409-98.7% |