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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,750 | $73,518-59.5% | $63,005-52.8% | $147,585-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.08% | 175.46%-158.4pp | 87.59%-70.5pp | 578.58%-561.5pp |
| Employer contribution / active EE | $4,100 | $3,322+23.4% | $2,760+48.5% | $4,876-15.9% |
| Participant deferral / active EE | $4,356 | $4,183+4.1% | $3,329+30.8% | $5,439-19.9% |
| Admin fee / account holder | $20 | $5,952-99.7% | $3,599-99.4% | $10,886-99.8% |