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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,883 | $96,691-85.6% | $86,656-84.0% | $139,487-90.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 35.82% | 106.87%-71.0pp | 593.09%-557.3pp | 373.84%-338.0pp |
| Employer contribution / active EE | $3,771 | $3,267+15.4% | $3,025+24.6% | $4,755-20.7% |
| Participant deferral / active EE | $6,414 | $4,838+32.6% | $4,439+44.5% | $6,713-4.5% |
| Admin fee / account holder | $200 | $6,414-96.9% | $5,619-96.4% | $11,407-98.2% |