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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,490 | $110,039-90.5% | $97,260-89.2% | $145,884-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.36% | 244.44%-231.1pp | 75.54%-62.2pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,171 | $3,074+3.1% | $2,721+16.5% | $4,662-32.0% |
| Participant deferral / active EE | $2,898 | $4,674-38.0% | $4,262-32.0% | $6,690-56.7% |
| Admin fee / account holder | $33 | $6,204-99.5% | $5,640-99.4% | $13,392-99.8% |