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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,679 | $100,938-72.6% | $90,461-69.4% | $158,982-82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.86% | 1727.20%-1704.3pp | 1294.76%-1271.9pp | 302.99%-280.1pp |
| Employer contribution / active EE | $4,770 | $3,691+29.2% | $3,264+46.1% | $4,763+0.2% |
| Participant deferral / active EE | $4,770 | $4,350+9.7% | $3,964+20.3% | $5,983-20.3% |
| Admin fee / account holder | $92 | $6,510-98.6% | $5,617-98.4% | $11,252-99.2% |