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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,534 | $175,257-89.4% | $149,717-87.6% | $139,456-86.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.49% | 166.70%-144.2pp | 134.41%-111.9pp | 373.45%-351.0pp |
| Employer contribution / active EE | $1,985 | $5,477-63.8% | $4,820-58.8% | $4,753-58.2% |
| Participant deferral / active EE | $6,394 | $6,521-1.9% | $5,682+12.5% | $6,711-4.7% |
| Admin fee / account holder | $45 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |