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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,896 | $102,638-81.6% | $81,991-77.0% | $158,966-88.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 258.32% | 61.05%+197.3pp | 41.31%+217.0pp | 302.95%-44.6pp |
| Employer contribution / active EE | $5,592 | $3,241+72.5% | $2,498+123.8% | $4,762+17.4% |
| Participant deferral / active EE | $8,952 | $4,649+92.5% | $3,722+140.5% | $5,983+49.6% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |