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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,517 | $107,363-74.4% | $92,909-70.4% | $152,897-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.58% | 145.63%-129.0pp | 109.44%-92.9pp | 345.43%-328.8pp |
| Employer contribution / active EE | $10,407 | $4,222+146.5% | $3,653+184.9% | $4,764+118.5% |
| Participant deferral / active EE | $8,527 | $4,848+75.9% | $4,238+101.2% | $5,851+45.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |