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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,661 | $144,124-55.8% | $117,857-46.0% | $147,585-56.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.06% | 531.17%-521.1pp | 335.09%-325.0pp | 578.57%-568.5pp |
| Employer contribution / active EE | $1,200 | $4,897-75.5% | $3,786-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $3,000 | $5,316-43.6% | $4,482-33.1% | $5,439-44.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |