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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,534 | $96,678-85.0% | $86,640-83.2% | $139,466-89.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.68% | 106.69%-87.0pp | 592.52%-572.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,980 | $3,265-8.8% | $3,024-1.5% | $4,754-37.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $119 | $6,410-98.1% | $5,616-97.9% | $11,409-99.0% |