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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,349 | $109,411-77.7% | $89,435-72.8% | $158,982-84.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.22% | 345.68%-332.5pp | 245.55%-232.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $5,528 | $3,173+74.2% | $2,587+113.7% | $4,763+16.1% |
| Participant deferral / active EE | $5,210 | $4,600+13.3% | $3,890+33.9% | $5,983-12.9% |
| Admin fee / account holder | $232 | $6,159-96.2% | $4,884-95.2% | $11,252-97.9% |