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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $111,814-65.3% | $93,654-58.6% | $145,959-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 203.30%-188.2pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $11,998 | $3,092+288.1% | $2,421+395.6% | $4,661+157.4% |
| Participant deferral / active EE | $3,678 | $4,914-25.2% | $4,413-16.7% | $6,689-45.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |