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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,674 | $114,093-84.5% | $96,171-81.6% | $167,536-89.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 16.59% | 190.00%-173.4pp | 192.04%-175.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,662 | $3,429-51.5% | $2,799-40.6% | $4,839-65.6% |
| Participant deferral / active EE | $3,960 | $5,197-23.8% | $4,350-9.0% | $6,342-37.6% |
| Admin fee / account holder | $215 | $6,899-96.9% | $5,538-96.1% | $12,315-98.3% |