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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,271 | $149,040-85.1% | $120,225-81.5% | $137,256-83.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.96% | 605.68%-582.7pp | 439.23%-416.3pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,385 | $4,350-22.2% | $3,475-2.6% | $4,156-18.5% |
| Participant deferral / active EE | $6,771 | $4,655+45.5% | $3,999+69.3% | $6,407+5.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |