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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,508 | $109,908-80.4% | $97,161-77.9% | $145,978-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.80% | 243.80%-227.0pp | 75.36%-58.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,219 | $3,077-27.9% | $2,723-18.5% | $4,662-52.4% |
| Participant deferral / active EE | $2,954 | $4,679-36.9% | $4,265-30.7% | $6,690-55.8% |
| Admin fee / account holder | $52 | $6,213-99.2% | $5,647-99.1% | $13,400-99.6% |