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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,229 | $114,073-59.5% | $96,161-51.9% | $167,518-72.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 24.44% | 189.95%-165.5pp | 192.01%-167.6pp | 478.71%-454.3pp |
| Employer contribution / active EE | $1,229 | $3,428-64.2% | $2,798-56.1% | $4,838-74.6% |
| Participant deferral / active EE | $1,965 | $5,195-62.2% | $4,349-54.8% | $6,342-69.0% |
| Admin fee / account holder | $40 | $6,899-99.4% | $5,538-99.3% | $12,312-99.7% |