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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,250 | $112,112-73.0% | $95,956-68.5% | $158,950-81.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.87% | 171.15%-156.3pp | 91.63%-76.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $10,000 | $3,199+212.6% | $2,541+293.5% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |