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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,809 | $72,071-68.4% | $68,368-66.6% | $137,256-83.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 62.35% | 353.14%-290.8pp | 292.57%-230.2pp | 220.34%-158.0pp |
| Employer contribution / active EE | $4,594 | $2,788+64.8% | $2,649+73.4% | $4,156+10.5% |
| Participant deferral / active EE | $6,368 | $4,410+44.4% | $4,123+54.5% | $6,407-0.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |