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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $111,785-65.3% | $93,669-58.6% | $145,877-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 203.79%-188.7pp | 133.59%-118.5pp | 551.28%-536.2pp |
| Employer contribution / active EE | $11,998 | $3,096+287.5% | $2,424+395.0% | $4,663+157.3% |
| Participant deferral / active EE | $3,678 | $4,919-25.2% | $4,416-16.7% | $6,691-45.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |