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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,734 | $93,117-84.2% | $77,096-80.9% | $134,532-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 124.96% | 62.67%+62.3pp | 42.35%+82.6pp | 418.27%-293.3pp |
| Employer contribution / active EE | $1,040 | $3,420-69.6% | $2,814-63.0% | $4,741-78.1% |
| Participant deferral / active EE | $3,822 | $5,241-27.1% | $4,429-13.7% | $6,401-40.3% |
| Admin fee / account holder | $127 | $6,948-98.2% | $5,428-97.7% | $11,429-98.9% |