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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,230 | $106,008-77.1% | $92,240-73.7% | $147,586-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.29%-162.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $8,344 | $4,333+92.5% | $3,680+126.7% | $4,876+71.1% |
| Participant deferral / active EE | $5,087 | $4,478+13.6% | $3,897+30.5% | $5,439-6.5% |
| Admin fee / account holder | $233 | $6,333-96.3% | $5,194-95.5% | $10,886-97.9% |