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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,706 | $107,363-58.4% | $92,909-51.9% | $152,897-70.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.94% | 145.63%-116.7pp | 109.44%-80.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $14,801 | $4,222+250.6% | $3,653+305.1% | $4,764+210.7% |
| Participant deferral / active EE | $12,816 | $4,848+164.4% | $4,238+202.4% | $5,851+119.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |