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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,157 | $104,513-71.1% | $76,824-60.7% | $152,870-80.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.73% | 1013.70%-995.0pp | 1166.26%-1147.5pp | 345.34%-326.6pp |
| Employer contribution / active EE | $1,211 | $3,117-61.1% | $2,302-47.4% | $4,763-74.6% |
| Participant deferral / active EE | $13,009 | $4,236+207.1% | $3,336+290.0% | $5,850+122.4% |
| Admin fee / account holder | $0 | $12,279-100.0% | $6,421-100.0% | $11,597-100.0% |