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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,697 | $100,938-80.5% | $90,461-78.2% | $158,982-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 35.15% | 1727.20%-1692.1pp | 1294.76%-1259.6pp | 302.99%-267.8pp |
| Employer contribution / active EE | $2,793 | $3,691-24.4% | $3,264-14.4% | $4,763-41.4% |
| Participant deferral / active EE | $2,864 | $4,350-34.2% | $3,964-27.8% | $5,983-52.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |