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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,849 | $73,518-18.6% | $63,003-5.0% | $147,585-59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.63% | 175.46%-159.8pp | 87.59%-72.0pp | 578.57%-562.9pp |
| Employer contribution / active EE | $9,950 | $3,322+199.5% | $2,760+260.5% | $4,876+104.0% |
| Participant deferral / active EE | $9,609 | $4,183+129.7% | $3,329+188.6% | $5,439+76.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |