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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,123 | $96,691-80.2% | $86,656-77.9% | $139,487-86.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.85% | 106.87%-85.0pp | 593.09%-571.2pp | 373.84%-352.0pp |
| Employer contribution / active EE | $2,850 | $3,267-12.8% | $3,025-5.8% | $4,755-40.1% |
| Participant deferral / active EE | $4,560 | $4,838-5.7% | $4,439+2.7% | $6,713-32.1% |
| Admin fee / account holder | $133 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |