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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,367 | $112,121-47.9% | $95,960-39.2% | $158,966-63.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 36.12% | 171.16%-135.0pp | 91.63%-55.5pp | 302.95%-266.8pp |
| Employer contribution / active EE | $18,079 | $3,199+465.1% | $2,541+611.4% | $4,762+279.6% |
| Participant deferral / active EE | $12,049 | $4,784+151.9% | $4,167+189.2% | $5,983+101.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |