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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,036 | $104,937-85.7% | $84,628-82.2% | $152,897-90.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 38.16% | 373.88%-335.7pp | 258.80%-220.6pp | 345.43%-307.3pp |
| Employer contribution / active EE | $4,318 | $3,303+30.7% | $2,653+62.8% | $4,764-9.4% |
| Participant deferral / active EE | $6,940 | $4,690+48.0% | $3,900+78.0% | $5,851+18.6% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |