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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,088 | $99,652-75.8% | $78,778-69.4% | $147,586-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.83% | 47.28%-36.5pp | 35.62%-24.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $15,173 | $2,796+442.8% | $1,986+664.2% | $4,876+211.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |