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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,675 | $111,814-65.4% | $93,654-58.7% | $145,959-73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.02% | 203.30%-184.3pp | 133.34%-114.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,086 | $3,092-0.2% | $2,421+27.5% | $4,661-33.8% |
| Participant deferral / active EE | $8,143 | $4,914+65.7% | $4,413+84.5% | $6,689+21.7% |
| Admin fee / account holder | $22 | $10,246-99.8% | $8,282-99.7% | $13,398-99.8% |