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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,801 | $111,830-78.7% | $93,696-74.6% | $145,884-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.09% | 204.08%-181.0pp | 133.74%-110.6pp | 551.85%-528.8pp |
| Employer contribution / active EE | $3,018 | $3,093-2.4% | $2,422+24.6% | $4,662-35.3% |
| Participant deferral / active EE | $6,191 | $4,920+25.8% | $4,417+40.2% | $6,690-7.5% |
| Admin fee / account holder | $19 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |