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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,816 | $114,093-89.6% | $96,171-87.7% | $167,536-92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.65% | 190.00%-177.4pp | 192.04%-179.4pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,471 | $3,429-57.1% | $2,799-47.4% | $4,839-69.6% |
| Participant deferral / active EE | $2,252 | $5,197-56.7% | $4,350-48.2% | $6,342-64.5% |
| Admin fee / account holder | $98 | $6,899-98.6% | $5,538-98.2% | $12,315-99.2% |