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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,951 | $107,363-73.0% | $92,909-68.8% | $152,897-81.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.50% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $7,707 | $4,222+82.5% | $3,653+111.0% | $4,764+61.8% |
| Participant deferral / active EE | $3,972 | $4,848-18.1% | $4,238-6.3% | $5,851-32.1% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |