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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,374 | $84,708-72.4% | $75,714-69.1% | $167,536-86.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.24% | 199.62%-182.4pp | 104.62%-87.4pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,499 | $3,231+8.3% | $2,744+27.5% | $4,839-27.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |