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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,823 | $81,696-56.2% | $70,494-49.2% | $158,982-77.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 944.60% | 208.70%+735.9pp | 109.16%+835.4pp | 302.99%+641.6pp |
| Employer contribution / active EE | $1,904 | $3,220-40.9% | $2,738-30.5% | $4,763-60.0% |
| Participant deferral / active EE | $1,904 | $4,558-58.2% | $3,711-48.7% | $5,983-68.2% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |