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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,529 | $165,939-79.8% | $122,354-72.6% | $147,586-77.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 111.27% | 34.56%+76.7pp | 30.28%+81.0pp | 578.59%-467.3pp |
| Employer contribution / active EE | $1,059 | $5,754-81.6% | $4,051-73.9% | $4,876-78.3% |
| Participant deferral / active EE | $2,802 | $4,005-30.1% | $3,287-14.8% | $5,439-48.5% |
| Admin fee / account holder | $44 | $7,425-99.4% | $5,479-99.2% | $10,886-99.6% |