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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,090 | $99,079-55.5% | $78,002-43.5% | $273,972-83.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 20.22% | 217.93%-197.7pp | 425.99%-405.8pp | 41.46%-21.2pp |
| Employer contribution / active EE | $4,699 | $3,308+42.1% | $2,470+90.2% | $4,869-3.5% |
| Participant deferral / active EE | $9,967 | $4,306+131.5% | $3,497+185.0% | $5,287+88.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |