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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,219 | $154,159-81.7% | $130,026-78.3% | $139,456-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 32.50%-17.5pp | -137.26%+152.2pp | 373.45%-358.5pp |
| Employer contribution / active EE | $10,460 | $5,292+97.7% | $4,321+142.1% | $4,753+120.1% |
| Participant deferral / active EE | $4,573 | $6,710-31.8% | $5,821-21.4% | $6,711-31.9% |
| Admin fee / account holder | $112 | $14,001-99.2% | $10,608-98.9% | $11,407-99.0% |