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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,656 | $72,071-70.0% | $68,368-68.3% | $137,256-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.20% | 353.14%-329.9pp | 292.57%-269.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $5,565 | $2,788+99.6% | $2,649+110.1% | $4,156+33.9% |
| Participant deferral / active EE | $6,957 | $4,410+57.7% | $4,123+68.7% | $6,407+8.6% |
| Admin fee / account holder | $36 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |