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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,815 | $108,701+66.3% | $74,723+142.0% | $152,909+18.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 25.50% | 114.12%-88.6pp | 753.18%-727.7pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,266 | $1,504-15.8% | $1,084+16.8% | $4,764-73.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |