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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,463 | $90,530-79.6% | $76,030-75.7% | $145,897-87.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.23% | 625.08%-603.8pp | 361.54%-340.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $4,434 | $3,319+33.6% | $2,688+65.0% | $4,663-4.9% |
| Participant deferral / active EE | $7,163 | $5,164+38.7% | $4,257+68.3% | $6,689+7.1% |
| Admin fee / account holder | $17 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |