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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,656 | $102,595-78.9% | $94,057-77.0% | $154,746-86.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.20% | 583.42%-560.2pp | 480.62%-457.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $5,565 | $3,147+76.8% | $2,933+89.7% | $4,379+27.1% |
| Participant deferral / active EE | $6,957 | $5,118+35.9% | $4,709+47.7% | $6,730+3.4% |
| Admin fee / account holder | $36 | $7,736-99.5% | $7,244-99.5% | $14,365-99.8% |