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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,482 | $107,363-83.7% | $92,909-81.2% | $152,897-88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 30.79% | 145.63%-114.8pp | 109.44%-78.6pp | 345.43%-314.6pp |
| Employer contribution / active EE | $2,539 | $4,222-39.9% | $3,653-30.5% | $4,764-46.7% |
| Participant deferral / active EE | $6,376 | $4,848+31.5% | $4,238+50.5% | $5,851+9.0% |
| Admin fee / account holder | $25 | $7,082-99.6% | $5,795-99.6% | $11,599-99.8% |