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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,438 | $96,678-89.2% | $86,640-88.0% | $139,466-92.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.19% | 106.69%-94.5pp | 592.52%-580.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $3,444 | $3,265+5.5% | $3,024+13.9% | $4,754-27.6% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |