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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,227 | $102,595-81.3% | $94,057-79.6% | $154,746-87.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 25.59% | 583.42%-557.8pp | 480.62%-455.0pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,497 | $3,147-52.4% | $2,933-49.0% | $4,379-65.8% |
| Participant deferral / active EE | $5,903 | $5,118+15.3% | $4,709+25.4% | $6,730-12.3% |
| Admin fee / account holder | $41 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |