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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,903 | $94,749-86.4% | $112,899-88.6% | $139,456-90.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 236.54% | 40.92%+195.6pp | 34.11%+202.4pp | 373.45%-136.9pp |
| Employer contribution / active EE | $4,427 | $4,630-4.4% | $4,566-3.1% | $4,753-6.9% |
| Participant deferral / active EE | $5,919 | $6,517-9.2% | $6,516-9.2% | $6,711-11.8% |
| Admin fee / account holder | $150 | $8,530-98.2% | $7,047-97.9% | $11,407-98.7% |