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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,199 | $114,130-74.4% | $96,192-69.6% | $167,553-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.79% | 190.07%-170.3pp | 192.09%-172.3pp | 478.89%-459.1pp |
| Employer contribution / active EE | $8,485 | $3,431+147.3% | $2,799+203.1% | $4,840+75.3% |
| Participant deferral / active EE | $9,552 | $5,198+83.8% | $4,351+119.5% | $6,343+50.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |