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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,881 | $111,830-87.6% | $93,696-85.2% | $145,884-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.55% | 204.08%-184.5pp | 133.74%-114.2pp | 551.85%-532.3pp |
| Employer contribution / active EE | $1,314 | $3,093-57.5% | $2,422-45.8% | $4,662-71.8% |
| Participant deferral / active EE | $9,562 | $4,920+94.3% | $4,417+116.5% | $6,690+42.9% |
| Admin fee / account holder | $60 | $10,249-99.4% | $8,287-99.3% | $13,392-99.6% |