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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,668 | $100,938-73.6% | $90,461-70.5% | $158,982-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.56% | 1727.20%-1714.6pp | 1294.76%-1282.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $4,185 | $3,691+13.4% | $3,264+28.2% | $4,763-12.1% |
| Participant deferral / active EE | $9,750 | $4,350+124.2% | $3,964+145.9% | $5,983+62.9% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |