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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,361 | $111,878-81.8% | $93,727-78.3% | $145,897-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 204.28%-193.9pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $9,000 | $3,092+191.1% | $2,421+271.7% | $4,663+93.0% |
| Participant deferral / active EE | $11,500 | $4,920+133.7% | $4,417+160.4% | $6,689+71.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |