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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,326 | $111,785-86.3% | $93,669-83.6% | $145,877-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.76% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,564 | $3,096+47.4% | $2,424+88.3% | $4,663-2.1% |
| Participant deferral / active EE | $4,564 | $4,919-7.2% | $4,416+3.4% | $6,691-31.8% |
| Admin fee / account holder | $80 | $10,256-99.2% | $8,291-99.0% | $13,402-99.4% |