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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,030 | $109,411-68.9% | $89,435-61.9% | $158,982-78.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 54.33% | 345.68%-291.3pp | 245.55%-191.2pp | 302.99%-248.7pp |
| Employer contribution / active EE | $1,439 | $3,173-54.6% | $2,587-44.4% | $4,763-69.8% |
| Participant deferral / active EE | $16,943 | $4,600+268.3% | $3,890+335.5% | $5,983+183.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |