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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,642 | $129,476-62.4% | $93,515-48.0% | $158,982-69.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 45.65% | 118.56%-72.9pp | 78.21%-32.6pp | 302.99%-257.3pp |
| Employer contribution / active EE | $4,965 | $2,717+82.8% | $2,077+139.0% | $4,763+4.3% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13 | $7,396-99.8% | $5,235-99.8% | $11,252-99.9% |