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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,354 | $102,595-86.0% | $94,057-84.7% | $154,746-90.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.67% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,170 | $3,147+64.3% | $2,933+76.3% | $4,379+18.1% |
| Participant deferral / active EE | $5,170 | $5,118+1.0% | $4,709+9.8% | $6,730-23.2% |
| Admin fee / account holder | $218 | $7,736-97.2% | $7,244-97.0% | $14,365-98.5% |