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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,230 | $84,685-60.8% | $73,836-55.0% | $125,389-73.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 20.56% | 3123.80%-3103.2pp | 2268.06%-2247.5pp | 282.24%-261.7pp |
| Employer contribution / active EE | $4,839 | $3,123+54.9% | $2,787+73.6% | $4,866-0.6% |
| Participant deferral / active EE | $2,420 | $3,993-39.4% | $3,583-32.5% | $5,352-54.8% |
| Admin fee / account holder | $241 | $5,694-95.8% | $4,882-95.1% | $9,541-97.5% |