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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,388 | $111,785-87.1% | $93,669-84.6% | $145,877-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.42% | 203.79%-187.4pp | 133.59%-117.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $4,355 | $3,096+40.7% | $2,424+79.7% | $4,663-6.6% |
| Participant deferral / active EE | $4,475 | $4,919-9.0% | $4,416+1.3% | $6,691-33.1% |
| Admin fee / account holder | $42 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |