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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,443 | $100,073-73.6% | $85,126-68.9% | $145,877-81.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 40.53% | 84.11%-43.6pp | 66.63%-26.1pp | 551.28%-510.8pp |
| Employer contribution / active EE | $13,675 | $3,236+322.5% | $2,731+400.7% | $4,663+193.3% |
| Participant deferral / active EE | $8,208 | $5,294+55.0% | $4,523+81.5% | $6,691+22.7% |
| Admin fee / account holder | $19 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |