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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,686 | $111,830-89.5% | $93,696-87.5% | $145,884-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $4,627 | $3,093+49.6% | $2,422+91.0% | $4,662-0.8% |
| Participant deferral / active EE | $8,678 | $4,920+76.4% | $4,417+96.5% | $6,690+29.7% |
| Admin fee / account holder | $126 | $10,249-98.8% | $8,287-98.5% | $13,392-99.1% |