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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,631 | $70,366-66.4% | $66,674-64.6% | $138,895-83.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 65.19% | 386.41%-321.2pp | 321.24%-256.0pp | 145.39%-80.2pp |
| Employer contribution / active EE | $3,830 | $2,765+38.5% | $2,620+46.2% | $4,194-8.7% |
| Participant deferral / active EE | $9,148 | $4,374+109.1% | $4,084+124.0% | $6,396+43.0% |
| Admin fee / account holder | $39 | $5,262-99.3% | $5,098-99.2% | $12,562-99.7% |