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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,013 | $102,663-81.5% | $86,216-77.9% | $139,466-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.66% | 1924.52%-1911.9pp | 1169.42%-1156.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,500 | $3,035-50.6% | $2,382-37.0% | $4,754-68.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $200 | $8,663-97.7% | $6,853-97.1% | $11,409-98.2% |