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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,633 | $115,796-64.0% | $101,264-58.9% | $158,950-73.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.44% | 56.15%-47.7pp | 46.48%-38.0pp | 302.91%-294.5pp |
| Employer contribution / active EE | $13,333 | $4,175+219.3% | $3,660+264.3% | $4,762+180.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $7,247-99.8% | $5,947-99.7% | $11,248-99.8% |