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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,533 | $72,071+24.2% | $68,368+31.0% | $137,256-34.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.75% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,440 | $2,788-48.3% | $2,649-45.6% | $4,156-65.4% |
| Participant deferral / active EE | $9,375 | $4,410+112.6% | $4,123+127.4% | $6,407+46.3% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |