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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,741 | $105,856-74.7% | $90,161-70.3% | $147,586-81.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 92.45% | 37.63%+54.8pp | 34.89%+57.6pp | 578.59%-486.1pp |
| Employer contribution / active EE | $10,318 | $4,126+150.1% | $3,318+211.0% | $4,876+111.6% |
| Participant deferral / active EE | $5,322 | $5,733-7.2% | $5,287+0.6% | $5,439-2.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |