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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,440 | $100,203-68.6% | $85,240-63.1% | $145,897-78.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.64% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $17,331 | $3,242+434.6% | $2,735+533.6% | $4,663+271.7% |
| Participant deferral / active EE | $9,464 | $5,299+78.6% | $4,527+109.0% | $6,689+41.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |