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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,674 | $96,678-86.9% | $86,640-85.4% | $139,466-90.9% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 22.09% | 106.69%-84.6pp | 592.52%-570.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,686 | $3,265-48.4% | $3,024-44.3% | $4,754-64.5% |
| Participant deferral / active EE | $4,436 | $4,837-8.3% | $4,438-0.1% | $6,712-33.9% |
| Admin fee / account holder | $131 | $6,410-98.0% | $5,616-97.7% | $11,409-98.9% |