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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,624 | $73,518-66.5% | $63,003-60.9% | $147,585-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 101.79% | 175.46%-73.7pp | 87.59%+14.2pp | 578.57%-476.8pp |
| Employer contribution / active EE | $2,975 | $3,322-10.5% | $2,760+7.8% | $4,876-39.0% |
| Participant deferral / active EE | $7,373 | $4,183+76.3% | $3,329+121.5% | $5,439+35.6% |
| Admin fee / account holder | $80 | $5,952-98.7% | $3,600-97.8% | $10,885-99.3% |