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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,199 | $114,047-74.4% | $96,144-69.6% | $167,497-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.79% | 189.89%-170.1pp | 191.96%-172.2pp | 478.62%-458.8pp |
| Employer contribution / active EE | $8,485 | $3,427+147.6% | $2,797+203.4% | $4,838+75.4% |
| Participant deferral / active EE | $9,552 | $5,194+83.9% | $4,349+119.6% | $6,341+50.6% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |