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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,980 | $88,754-44.8% | $81,820-40.1% | $145,877-66.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.66% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,967 | $3,085-36.2% | $2,915-32.5% | $4,663-57.8% |
| Participant deferral / active EE | $3,768 | $4,648-18.9% | $4,323-12.8% | $6,691-43.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |