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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,868 | $111,785-84.9% | $93,669-82.0% | $145,877-88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.37% | 203.79%-189.4pp | 133.59%-119.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,650 | $3,096-14.4% | $2,424+9.3% | $4,663-43.2% |
| Participant deferral / active EE | $7,680 | $4,919+56.1% | $4,416+73.9% | $6,691+14.8% |
| Admin fee / account holder | $201 | $10,256-98.0% | $8,291-97.6% | $13,402-98.5% |