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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,166 | $72,071-70.6% | $68,368-69.0% | $137,256-84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.20% | 353.14%-332.9pp | 292.57%-272.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,568 | $2,788-7.9% | $2,649-3.1% | $4,156-38.2% |
| Participant deferral / active EE | $4,187 | $4,410-5.1% | $4,123+1.6% | $6,407-34.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |