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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,654 | $99,017-83.2% | $86,587-80.8% | $147,585-88.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.14% | 1312.37%-1283.2pp | 964.86%-935.7pp | 578.56%-549.4pp |
| Employer contribution / active EE | $3,309 | $3,132+5.6% | $2,839+16.5% | $4,876-32.1% |
| Participant deferral / active EE | $9,143 | $3,972+130.2% | $3,609+153.4% | $5,439+68.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |