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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,411 | $73,546-80.4% | $63,018-77.1% | $147,586-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 33.31% | 175.56%-142.2pp | 87.62%-54.3pp | 578.59%-545.3pp |
| Employer contribution / active EE | $2,966 | $3,324-10.8% | $2,761+7.5% | $4,876-39.2% |
| Participant deferral / active EE | $4,967 | $4,185+18.7% | $3,330+49.2% | $5,439-8.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |