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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,950 | $114,130-79.0% | $96,192-75.1% | $167,553-85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 26.93% | 190.07%-163.1pp | 192.09%-165.2pp | 478.89%-452.0pp |
| Employer contribution / active EE | $10,952 | $3,431+219.2% | $2,799+291.2% | $4,840+126.3% |
| Participant deferral / active EE | $8,518 | $5,198+63.9% | $4,351+95.8% | $6,343+34.3% |
| Admin fee / account holder | $194 | $6,901-97.2% | $5,539-96.5% | $12,316-98.4% |