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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,987 | $81,664-76.8% | $70,476-73.1% | $158,966-88.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 37.47% | 208.59%-171.1pp | 109.12%-71.6pp | 302.95%-265.5pp |
| Employer contribution / active EE | $7,517 | $3,219+133.5% | $2,738+174.5% | $4,762+57.8% |
| Participant deferral / active EE | $13,000 | $4,556+185.3% | $3,710+250.4% | $5,983+117.3% |
| Admin fee / account holder | $102 | $6,197-98.4% | $3,847-97.3% | $11,250-99.1% |