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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,029 | $115,810-84.4% | $101,271-82.2% | $158,966-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.99% | 56.15%-47.2pp | 46.48%-37.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $7,895 | $4,175+89.1% | $3,660+115.7% | $4,762+65.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55 | $7,248-99.2% | $5,948-99.1% | $11,250-99.5% |