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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,112 | $85,766-66.1% | $136,298-78.6% | $70,126-58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 60.48% | 31.46%+29.0pp | 5156.27%-5095.8pp | 73.15%-12.7pp |
| Employer contribution / active EE | $2,700 | $2,966-9.0% | $4,696-42.5% | $2,343+15.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |