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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,647 | $100,868-89.4% | $90,414-88.2% | $158,931-93.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.93% | 1724.58%-1694.7pp | 1293.19%-1263.3pp | 302.86%-272.9pp |
| Employer contribution / active EE | $5,620 | $3,689+52.3% | $3,262+72.3% | $4,761+18.0% |
| Participant deferral / active EE | $6,566 | $4,348+51.0% | $3,963+65.7% | $5,982+9.8% |
| Admin fee / account holder | $7 | $6,502-99.9% | $5,611-99.9% | $11,247-99.9% |