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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,107 | $104,937-83.7% | $84,628-79.8% | $152,897-88.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 46.17% | 373.88%-327.7pp | 258.80%-212.6pp | 345.43%-299.3pp |
| Employer contribution / active EE | $5,020 | $3,303+52.0% | $2,653+89.2% | $4,764+5.4% |
| Participant deferral / active EE | $7,694 | $4,690+64.1% | $3,900+97.3% | $5,851+31.5% |
| Admin fee / account holder | $89 | $6,243-98.6% | $4,914-98.2% | $11,599-99.2% |