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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,743 | $106,008-61.6% | $92,240-55.8% | $147,586-72.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.28% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,260 | $4,333+90.6% | $3,680+124.5% | $4,876+69.4% |
| Participant deferral / active EE | $5,546 | $4,478+23.8% | $3,897+42.3% | $5,439+2.0% |
| Admin fee / account holder | $25 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |