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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,116 | $135,645-65.3% | $110,243-57.3% | $135,379-65.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.97% | 513.24%-505.3pp | 314.76%-306.8pp | 519.79%-511.8pp |
| Employer contribution / active EE | $2,276 | $4,907-53.6% | $3,827-40.5% | $4,779-52.4% |
| Participant deferral / active EE | $5,345 | $5,507-2.9% | $4,672+14.4% | $5,609-4.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |