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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,953 | $102,595-83.5% | $94,057-82.0% | $154,746-89.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.03% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,203 | $3,147+1.8% | $2,933+9.2% | $4,379-26.9% |
| Participant deferral / active EE | $3,913 | $5,118-23.5% | $4,709-16.9% | $6,730-41.9% |
| Admin fee / account holder | $47 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |