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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,548 | $88,815-76.9% | $81,882-74.9% | $145,897-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.47% | 1033.75%-1011.3pp | 779.47%-757.0pp | 552.29%-529.8pp |
| Employer contribution / active EE | $5,492 | $3,086+77.9% | $2,916+88.3% | $4,663+17.8% |
| Participant deferral / active EE | $5,492 | $4,647+18.2% | $4,323+27.0% | $6,689-17.9% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |