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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,794 | $88,702-67.5% | $81,780-64.8% | $145,978-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.55% | 1029.12%-1007.6pp | 776.27%-754.7pp | 550.52%-529.0pp |
| Employer contribution / active EE | $14,664 | $3,084+375.4% | $2,914+403.2% | $4,662+214.6% |
| Participant deferral / active EE | $4,235 | $4,645-8.8% | $4,321-2.0% | $6,690-36.7% |
| Admin fee / account holder | $85 | $8,414-99.0% | $7,384-98.8% | $13,400-99.4% |