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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,882 | $129,217-49.0% | $93,406-29.5% | $158,950-58.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 414.53% | 118.21%+296.3pp | 78.05%+336.5pp | 302.91%+111.6pp |
| Employer contribution / active EE | $390 | $2,711-85.6% | $2,075-81.2% | $4,762-91.8% |
| Participant deferral / active EE | $390 | $3,909-90.0% | $3,126-87.5% | $5,983-93.5% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,248-100.0% |