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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,721 | $112,933-78.1% | $90,970-72.8% | $158,982-84.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 44.90% | 215.82%-170.9pp | 134.60%-89.7pp | 302.99%-258.1pp |
| Employer contribution / active EE | $809 | $2,893-72.0% | $2,122-61.9% | $4,763-83.0% |
| Participant deferral / active EE | $8,667 | $4,128+110.0% | $3,373+157.0% | $5,983+44.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |