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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,789 | $105,200-64.1% | $159,474-76.3% | $85,847-56.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.19% | 45.08%-18.9pp | 263.68%-237.5pp | 318.61%-292.4pp |
| Employer contribution / active EE | $5,435 | $3,319+63.8% | $4,831+12.5% | $2,565+111.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $117 | $6,934-98.3% | $10,802-98.9% | $6,261-98.1% |