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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,470 | $106,008-64.7% | $92,240-59.4% | $147,586-74.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 31.34% | 50.05%-18.7pp | 176.29%-145.0pp | 578.59%-547.3pp |
| Employer contribution / active EE | $9,612 | $4,333+121.8% | $3,680+161.2% | $4,876+97.1% |
| Participant deferral / active EE | $9,752 | $4,478+117.8% | $3,897+150.2% | $5,439+79.3% |
| Admin fee / account holder | $60 | $6,333-99.1% | $5,194-98.8% | $10,886-99.4% |