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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,990 | $99,652-72.9% | $78,778-65.7% | $147,586-81.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.70% | 47.28%-32.6pp | 35.62%-20.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $8,313 | $2,796+197.4% | $1,986+318.7% | $4,876+70.5% |
| Participant deferral / active EE | $6,727 | $3,664+83.6% | $2,958+127.4% | $5,439+23.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |