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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,674 | $76,608-62.6% | $56,077-48.9% | $145,877-80.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 3009.59%-2997.4pp | 1709.28%-1697.1pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,400 | $1,382+73.7% | $1,040+130.7% | $4,663-48.5% |
| Participant deferral / active EE | $3,600 | $2,624+37.2% | $1,954+84.2% | $6,691-46.2% |
| Admin fee / account holder | $24 | $3,325-99.3% | $2,825-99.2% | $13,402-99.8% |