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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,808 | $56,134-61.1% | $96,171-77.3% | $85,847-74.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 22.80% | 42.30%-19.5pp | 192.04%-169.2pp | 318.61%-295.8pp |
| Employer contribution / active EE | $5,974 | $1,620+268.8% | $2,799+113.5% | $2,565+132.9% |
| Participant deferral / active EE | $2,764 | $2,858-3.3% | $4,350-36.5% | $3,952-30.1% |
| Admin fee / account holder | $111 | $3,769-97.1% | $5,538-98.0% | $6,261-98.2% |