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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,994 | $121,677-80.3% | $104,625-77.1% | $158,966-84.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 23.30% | 465.58%-442.3pp | 340.60%-317.3pp | 302.95%-279.7pp |
| Employer contribution / active EE | $7,296 | $3,165+130.5% | $2,681+172.1% | $4,762+53.2% |
| Participant deferral / active EE | $15,167 | $4,175+263.3% | $3,738+305.8% | $5,983+153.5% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |