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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,820 | $108,701-84.5% | $74,723-77.5% | $152,909-89.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.23% | 114.12%-91.9pp | 753.18%-731.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $979 | $1,504-34.9% | $1,084-9.7% | $4,764-79.5% |
| Participant deferral / active EE | $569 | $2,709-79.0% | $1,962-71.0% | $5,851-90.3% |
| Admin fee / account holder | $163 | $4,906-96.7% | $3,335-95.1% | $11,601-98.6% |