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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,611 | $104,953-69.9% | $84,637-62.7% | $152,909-79.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.45% | 373.94%-358.5pp | 258.82%-243.4pp | 345.46%-330.0pp |
| Employer contribution / active EE | $10,911 | $3,304+230.3% | $2,653+311.2% | $4,764+129.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $153 | $6,244-97.6% | $4,914-96.9% | $11,601-98.7% |