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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,016 | $114,093-65.8% | $96,171-59.4% | $167,536-76.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 16.72% | 190.00%-173.3pp | 192.04%-175.3pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,613 | $3,429-53.0% | $2,799-42.4% | $4,839-66.7% |
| Participant deferral / active EE | $2,084 | $5,197-59.9% | $4,350-52.1% | $6,342-67.1% |
| Admin fee / account holder | $19 | $6,899-99.7% | $5,538-99.7% | $12,315-99.8% |