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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,794 | $106,247-81.4% | $96,515-79.5% | $139,466-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 126.17% | 38.47%+87.7pp | 35.73%+90.4pp | 373.66%-247.5pp |
| Employer contribution / active EE | $14,678 | $4,106+257.5% | $3,740+292.5% | $4,754+208.8% |
| Participant deferral / active EE | $2,078 | $5,456-61.9% | $4,880-57.4% | $6,712-69.0% |
| Admin fee / account holder | $98 | $7,885-98.8% | $6,735-98.5% | $11,409-99.1% |