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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,961 | $102,595-76.6% | $94,057-74.5% | $154,746-84.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.10% | 583.42%-560.3pp | 480.62%-457.5pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,300 | $3,147-26.9% | $2,933-21.6% | $4,379-47.5% |
| Participant deferral / active EE | $2,300 | $5,118-55.1% | $4,709-51.2% | $6,730-65.8% |
| Admin fee / account holder | $107 | $7,736-98.6% | $7,244-98.5% | $14,365-99.3% |