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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,950 | $100,895-67.3% | $90,430-63.6% | $158,950-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 41.81% | 1725.54%-1683.7pp | 1293.73%-1251.9pp | 302.91%-261.1pp |
| Employer contribution / active EE | $6,000 | $3,689+62.7% | $3,262+83.9% | $4,762+26.0% |
| Participant deferral / active EE | $12,000 | $4,347+176.0% | $3,963+202.8% | $5,983+100.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |