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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,161 | $112,933-77.7% | $90,970-72.3% | $158,982-84.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.27% | 215.82%-197.6pp | 134.60%-116.3pp | 302.99%-284.7pp |
| Employer contribution / active EE | $13,380 | $2,893+362.4% | $2,122+530.6% | $4,763+180.9% |
| Participant deferral / active EE | $4,700 | $4,128+13.9% | $3,373+39.4% | $5,983-21.4% |
| Admin fee / account holder | $5 | $8,047-99.9% | $5,961-99.9% | $11,252-100.0% |