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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,336 | $73,546-45.2% | $63,018-36.0% | $147,586-72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.93% | 175.56%-153.6pp | 87.62%-65.7pp | 578.59%-556.7pp |
| Employer contribution / active EE | $12,524 | $3,324+276.8% | $2,761+353.7% | $4,876+156.8% |
| Participant deferral / active EE | $19,540 | $4,185+367.0% | $3,330+486.9% | $5,439+259.3% |
| Admin fee / account holder | $184 | $5,956-96.9% | $3,601-94.9% | $10,886-98.3% |