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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,755 | $118,708-59.8% | $98,920-51.7% | $158,982-70.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 27.46% | 372.49%-345.0pp | 196.47%-169.0pp | 302.99%-275.5pp |
| Employer contribution / active EE | $9,412 | $3,334+182.3% | $2,689+249.9% | $4,763+97.6% |
| Participant deferral / active EE | $9,990 | $5,089+96.3% | $4,245+135.3% | $5,983+67.0% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |