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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,053 | $81,668-82.8% | $58,507-76.0% | $139,487-89.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.47% | 7430.07%-7409.6pp | 4252.32%-4231.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $3,972 | $1,398+184.2% | $1,053+277.1% | $4,755-16.5% |
| Participant deferral / active EE | $4,500 | $2,554+76.2% | $1,922+134.1% | $6,713-33.0% |
| Admin fee / account holder | $125 | $3,212-96.1% | $2,486-95.0% | $11,407-98.9% |