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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,881 | $111,814-87.6% | $93,654-85.2% | $145,959-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.55% | 203.30%-183.7pp | 133.34%-113.8pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,314 | $3,092-57.5% | $2,421-45.7% | $4,661-71.8% |
| Participant deferral / active EE | $9,562 | $4,914+94.6% | $4,413+116.7% | $6,689+43.0% |
| Admin fee / account holder | $60 | $10,246-99.4% | $8,282-99.3% | $13,398-99.6% |