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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,533 | $107,030-77.1% | $73,550-66.6% | $147,586-83.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 26.75% | 38.25%-11.5pp | -15.16%+41.9pp | 578.59%-551.8pp |
| Employer contribution / active EE | $3,515 | $1,760+99.7% | $1,219+188.3% | $4,876-27.9% |
| Participant deferral / active EE | $25,464 | $2,458+935.9% | $1,804+1311.4% | $5,439+368.2% |
| Admin fee / account holder | $3 | $3,055-99.9% | $2,320-99.9% | $10,886-100.0% |