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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,853 | $99,079-62.8% | $78,002-52.8% | $273,972-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.78% | 217.93%-206.2pp | 425.99%-414.2pp | 41.46%-29.7pp |
| Employer contribution / active EE | $6,120 | $3,308+85.0% | $2,470+147.8% | $4,869+25.7% |
| Participant deferral / active EE | $3,263 | $4,306-24.2% | $3,497-6.7% | $5,287-38.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |