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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,105 | $75,183-50.6% | $123,894-70.1% | $55,167-32.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 122.78% | 19.01%+103.8pp | 47.52%+75.3pp | 169.23%-46.5pp |
| Employer contribution / active EE | $6,209 | $2,823+119.9% | $4,617+34.5% | $1,963+216.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |