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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,648 | $96,691-84.9% | $86,656-83.1% | $139,487-89.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 106.87%-93.8pp | 593.09%-580.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,535 | $3,267-53.0% | $3,025-49.3% | $4,755-67.7% |
| Participant deferral / active EE | $6,736 | $4,838+39.2% | $4,439+51.7% | $6,713+0.3% |
| Admin fee / account holder | $125 | $6,414-98.0% | $5,619-97.8% | $11,407-98.9% |