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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,131 | $176,105-82.3% | $159,474-80.5% | $167,536-81.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 107.59% | 331.91%-224.3pp | 263.68%-156.1pp | 478.82%-371.2pp |
| Employer contribution / active EE | $9,343 | $5,299+76.3% | $4,831+93.4% | $4,839+93.1% |
| Participant deferral / active EE | $5,633 | $7,751-27.3% | $7,353-23.4% | $6,342-11.2% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |