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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,869 | $129,737-83.1% | $119,126-81.6% | $154,746-85.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.55% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,518 | $4,375-42.4% | $4,034-37.6% | $4,379-42.5% |
| Participant deferral / active EE | $4,992 | $5,842-14.6% | $5,318-6.1% | $6,730-25.8% |
| Admin fee / account holder | $201 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |