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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,723 | $121,677-85.4% | $104,625-83.1% | $158,966-88.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 28.49% | 465.58%-437.1pp | 340.60%-312.1pp | 302.95%-274.5pp |
| Employer contribution / active EE | $2,805 | $3,165-11.4% | $2,681+4.6% | $4,762-41.1% |
| Participant deferral / active EE | $7,150 | $4,175+71.2% | $3,738+91.3% | $5,983+19.5% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |