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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,208 | $109,967-73.4% | $97,197-70.0% | $145,877-80.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 49.25% | 244.27%-195.0pp | 75.47%-26.2pp | 551.28%-502.0pp |
| Employer contribution / active EE | $12,362 | $3,077+301.8% | $2,723+354.0% | $4,663+165.1% |
| Participant deferral / active EE | $7,304 | $4,676+56.2% | $4,263+71.3% | $6,691+9.2% |
| Admin fee / account holder | $101 | $6,199-98.4% | $5,637-98.2% | $13,402-99.2% |