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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,388 | $111,830-87.1% | $93,696-84.6% | $145,884-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.42% | 204.08%-187.7pp | 133.74%-117.3pp | 551.85%-535.4pp |
| Employer contribution / active EE | $4,355 | $3,093+40.8% | $2,422+79.8% | $4,662-6.6% |
| Participant deferral / active EE | $4,475 | $4,920-9.0% | $4,417+1.3% | $6,690-33.1% |
| Admin fee / account holder | $42 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |