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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $129,737-85.8% | $119,126-84.6% | $154,746-88.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.49% | 379.08%-367.6pp | 282.11%-270.6pp | 172.34%-160.8pp |
| Employer contribution / active EE | $11,409 | $4,375+160.8% | $4,034+182.9% | $4,379+160.5% |
| Participant deferral / active EE | $2,250 | $5,842-61.5% | $5,318-57.7% | $6,730-66.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |