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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,050 | $96,630-50.3% | $86,605-44.5% | $139,427-65.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.94% | 106.48%-85.5pp | 591.39%-570.5pp | 373.27%-352.3pp |
| Employer contribution / active EE | $4,000 | $3,264+22.6% | $3,023+32.3% | $4,752-15.8% |
| Participant deferral / active EE | $3,700 | $4,836-23.5% | $4,438-16.6% | $6,711-44.9% |
| Admin fee / account holder | $13 | $6,405-99.8% | $5,611-99.8% | $11,404-99.9% |