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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,966 | $95,979-70.9% | $74,551-62.5% | $135,380-79.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.31% | 56.97%-56.7pp | 32.53%-32.2pp | 519.81%-519.5pp |
| Employer contribution / active EE | $5,853 | $2,716+115.5% | $1,961+198.5% | $4,779+22.5% |
| Participant deferral / active EE | $7,033 | $3,844+83.0% | $3,108+126.3% | $5,609+25.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |