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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,157 | $104,577-71.2% | $76,667-60.7% | $152,909-80.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.73% | 1014.36%-995.6pp | 1166.74%-1148.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,211 | $3,119-61.2% | $2,303-47.4% | $4,764-74.6% |
| Participant deferral / active EE | $13,009 | $4,237+207.0% | $3,336+290.0% | $5,851+122.3% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |