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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,349 | $111,785-66.6% | $93,669-60.1% | $145,877-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $7,401 | $3,096+139.0% | $2,424+205.4% | $4,663+58.7% |
| Participant deferral / active EE | $9,865 | $4,919+100.6% | $4,416+123.4% | $6,691+47.4% |
| Admin fee / account holder | $198 | $10,256-98.1% | $8,291-97.6% | $13,402-98.5% |