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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,067 | $70,366-82.9% | $66,674-81.9% | $138,895-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.33% | 386.41%-362.1pp | 321.24%-296.9pp | 145.39%-121.1pp |
| Employer contribution / active EE | $5,151 | $2,765+86.3% | $2,620+96.6% | $4,194+22.8% |
| Participant deferral / active EE | $6,606 | $4,374+51.0% | $4,084+61.8% | $6,396+3.3% |
| Admin fee / account holder | $39 | $5,262-99.3% | $5,098-99.2% | $12,562-99.7% |