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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,326 | $111,787-86.3% | $93,681-83.6% | $145,978-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.76% | 203.52%-190.8pp | 133.47%-120.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $4,564 | $3,093+47.5% | $2,422+88.4% | $4,662-2.1% |
| Participant deferral / active EE | $4,564 | $4,918-7.2% | $4,415+3.4% | $6,690-31.8% |
| Admin fee / account holder | $80 | $10,256-99.2% | $8,290-99.0% | $13,400-99.4% |