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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,826 | $110,629-81.2% | $80,784-74.2% | $167,553-87.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.33% | 120.58%-102.3pp | 87.31%-69.0pp | 478.89%-460.6pp |
| Employer contribution / active EE | $697 | $1,543-54.8% | $1,160-39.9% | $4,840-85.6% |
| Participant deferral / active EE | $549 | $2,871-80.9% | $2,145-74.4% | $6,343-91.3% |
| Admin fee / account holder | $207 | $4,547-95.5% | $3,380-93.9% | $12,316-98.3% |