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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,032 | $134,817-78.5% | $123,973-76.6% | $155,188-81.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.36% | 515.49%-495.1pp | 388.13%-367.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,001 | $4,425-54.8% | $4,126-51.5% | $4,248-52.9% |
| Participant deferral / active EE | $2,001 | $5,706-64.9% | $5,247-61.9% | $6,531-69.4% |
| Admin fee / account holder | $225 | $13,245-98.3% | $11,799-98.1% | $14,480-98.4% |