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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,345 | $84,708-66.5% | $75,714-62.6% | $167,536-83.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 20.91% | 199.62%-178.7pp | 104.62%-83.7pp | 478.82%-457.9pp |
| Employer contribution / active EE | $3,637 | $3,231+12.5% | $2,744+32.5% | $4,839-24.9% |
| Participant deferral / active EE | $6,930 | $4,577+51.4% | $3,820+81.4% | $6,342+9.3% |
| Admin fee / account holder | $29 | $5,358-99.5% | $3,619-99.2% | $12,315-99.8% |