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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,271 | $111,785-83.7% | $93,669-80.5% | $145,877-87.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.51% | 203.79%-192.3pp | 133.59%-122.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,218 | $3,096-60.7% | $2,424-49.8% | $4,663-73.9% |
| Participant deferral / active EE | $2,696 | $4,919-45.2% | $4,416-39.0% | $6,691-59.7% |
| Admin fee / account holder | $63 | $10,256-99.4% | $8,291-99.2% | $13,402-99.5% |