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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,571 | $81,664-71.1% | $70,476-66.6% | $158,966-85.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 49.23% | 208.59%-159.4pp | 109.12%-59.9pp | 302.95%-253.7pp |
| Employer contribution / active EE | $10,180 | $3,219+216.3% | $2,738+271.8% | $4,762+113.7% |
| Participant deferral / active EE | $6,834 | $4,556+50.0% | $3,710+84.2% | $5,983+14.2% |
| Admin fee / account holder | $20 | $6,197-99.7% | $3,847-99.5% | $11,250-99.8% |