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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,131 | $104,953-74.1% | $84,637-67.9% | $152,909-82.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 13.19% | 373.94%-360.7pp | 258.82%-245.6pp | 345.46%-332.3pp |
| Employer contribution / active EE | $14,532 | $3,304+339.9% | $2,653+447.7% | $4,764+205.1% |
| Participant deferral / active EE | $4,110 | $4,691-12.4% | $3,900+5.4% | $5,851-29.8% |
| Admin fee / account holder | $105 | $6,244-98.3% | $4,914-97.9% | $11,601-99.1% |