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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,268 | $112,935-82.9% | $90,970-78.8% | $158,966-87.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 181.95% | 215.79%-33.8pp | 134.58%+47.4pp | 302.95%-121.0pp |
| Employer contribution / active EE | $3,557 | $2,895+22.9% | $2,122+67.6% | $4,762-25.3% |
| Participant deferral / active EE | $16,913 | $4,129+309.6% | $3,373+401.4% | $5,983+182.7% |
| Admin fee / account holder | $1 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |