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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,630 | $106,551-71.3% | $91,225-66.4% | $134,532-77.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 149.66% | 160.78%-11.1pp | 114.12%+35.5pp | 418.27%-268.6pp |
| Employer contribution / active EE | $2,403 | $3,331-27.9% | $2,851-15.7% | $4,741-49.3% |
| Participant deferral / active EE | $6,533 | $4,718+38.5% | $4,233+54.3% | $6,401+2.1% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |