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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,000 | $118,869-84.9% | $96,575-81.4% | $167,518-89.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $5,000 | $3,120+60.3% | $2,357+112.2% | $4,838+3.3% |
| Participant deferral / active EE | $13,000 | $4,616+181.6% | $3,849+237.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |