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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,442 | $73,421-65.3% | $66,439-61.7% | $155,188-83.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 20.26% | 1382.37%-1362.1pp | 757.66%-737.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,150 | $3,039+3.7% | $2,637+19.5% | $4,248-25.8% |
| Participant deferral / active EE | $8,100 | $4,680+73.1% | $3,876+109.0% | $6,531+24.0% |
| Admin fee / account holder | $20 | $8,856-99.8% | $6,173-99.7% | $14,480-99.9% |