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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,533 | $110,801-64.3% | $86,615-54.4% | $167,536-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 50.69% | 116.96%-66.3pp | 63.51%-12.8pp | 478.82%-428.1pp |
| Employer contribution / active EE | $4,014 | $3,245+23.7% | $2,496+60.8% | $4,839-17.1% |
| Participant deferral / active EE | $9,170 | $4,547+101.7% | $3,699+147.9% | $6,342+44.6% |
| Admin fee / account holder | $17 | $8,417-99.8% | $5,830-99.7% | $12,315-99.9% |