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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,381 | $111,830-66.6% | $93,696-60.1% | $145,884-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.52% | 204.08%-195.6pp | 133.74%-125.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $13,256 | $3,093+328.6% | $2,422+447.4% | $4,662+184.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $242 | $10,249-97.6% | $8,287-97.1% | $13,392-98.2% |