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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,868 | $111,814-84.9% | $93,654-82.0% | $145,959-88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.37% | 203.30%-188.9pp | 133.34%-119.0pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,650 | $3,092-14.3% | $2,421+9.4% | $4,661-43.2% |
| Participant deferral / active EE | $7,680 | $4,914+56.3% | $4,413+74.0% | $6,689+14.8% |
| Admin fee / account holder | $201 | $10,246-98.0% | $8,282-97.6% | $13,398-98.5% |