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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,029 | $76,634-75.2% | $56,054-66.1% | $145,978-87.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 3004.33%-2991.4pp | 1705.95%-1693.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,931 | $1,380+112.3% | $1,039+182.0% | $4,662-37.1% |
| Participant deferral / active EE | $4,902 | $2,622+86.9% | $1,952+151.1% | $6,690-26.7% |
| Admin fee / account holder | $48 | $3,321-98.5% | $2,822-98.3% | $13,400-99.6% |