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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,839 | $114,093-87.9% | $96,171-85.6% | $167,536-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.05% | 190.00%-175.0pp | 192.04%-177.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,212 | $3,429-35.5% | $2,799-21.0% | $4,839-54.3% |
| Participant deferral / active EE | $2,009 | $5,197-61.3% | $4,350-53.8% | $6,342-68.3% |
| Admin fee / account holder | $119 | $6,899-98.3% | $5,538-97.8% | $12,315-99.0% |