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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,174 | $108,701-87.0% | $74,723-81.0% | $152,909-90.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 27.99% | 114.12%-86.1pp | 753.18%-725.2pp | 345.46%-317.5pp |
| Employer contribution / active EE | $2,345 | $1,504+55.9% | $1,084+116.2% | $4,764-50.8% |
| Participant deferral / active EE | $1,800 | $2,709-33.5% | $1,962-8.2% | $5,851-69.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |