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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,174 | $108,673-87.0% | $74,713-81.0% | $152,870-90.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 27.99% | 114.08%-86.1pp | 752.99%-725.0pp | 345.34%-317.4pp |
| Employer contribution / active EE | $2,345 | $1,503+55.9% | $1,084+116.3% | $4,763-50.8% |
| Participant deferral / active EE | $1,800 | $2,713-33.7% | $1,964-8.3% | $5,850-69.2% |
| Admin fee / account holder | $0 | $4,904-100.0% | $3,334-100.0% | $11,597-100.0% |