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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,359 | $106,008-61.9% | $92,240-56.2% | $147,586-72.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.06% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $8,230 | $4,333+89.9% | $3,680+123.7% | $4,876+68.8% |
| Participant deferral / active EE | $10,574 | $4,478+136.1% | $3,897+171.3% | $5,439+94.4% |
| Admin fee / account holder | $255 | $6,333-96.0% | $5,194-95.1% | $10,886-97.7% |