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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,076 | $112,915-78.7% | $90,965-73.5% | $158,950-84.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.75% | 215.75%-196.0pp | 134.57%-114.8pp | 302.91%-283.2pp |
| Employer contribution / active EE | $2,600 | $2,894-10.2% | $2,122+22.5% | $4,762-45.4% |
| Participant deferral / active EE | $2,600 | $4,128-37.0% | $3,373-22.9% | $5,983-56.5% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |