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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,913 | $112,121-67.1% | $95,960-61.5% | $158,966-76.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 74.65% | 171.16%-96.5pp | 91.63%-17.0pp | 302.95%-228.3pp |
| Employer contribution / active EE | $12,653 | $3,199+295.5% | $2,541+397.9% | $4,762+165.7% |
| Participant deferral / active EE | $6,469 | $4,784+35.2% | $4,167+55.3% | $5,983+8.1% |
| Admin fee / account holder | $220 | $10,135-97.8% | $6,797-96.8% | $11,250-98.0% |