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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,829 | $106,008-63.4% | $92,240-57.9% | $147,586-73.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.02% | 50.05%-35.0pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $8,858 | $4,333+104.4% | $3,680+140.7% | $4,876+81.6% |
| Participant deferral / active EE | $8,384 | $4,478+87.2% | $3,897+115.1% | $5,439+54.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |