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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,675 | $111,785-65.4% | $93,669-58.7% | $145,877-73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.02% | 203.79%-184.8pp | 133.59%-114.6pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,086 | $3,096-0.3% | $2,424+27.3% | $4,663-33.8% |
| Participant deferral / active EE | $8,143 | $4,919+65.5% | $4,416+84.4% | $6,691+21.7% |
| Admin fee / account holder | $22 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |