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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,113 | $105,145-88.5% | $94,664-87.2% | $139,466-91.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 51.27% | 38.09%+13.2pp | 156.84%-105.6pp | 373.66%-322.4pp |
| Employer contribution / active EE | $5,168 | $4,107+25.8% | $3,673+40.7% | $4,754+8.7% |
| Participant deferral / active EE | $7,429 | $7,599-2.2% | $7,417+0.2% | $6,712+10.7% |
| Admin fee / account holder | $11 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |