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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,839 | $72,071-46.1% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.26% | 353.14%-324.9pp | 292.57%-264.3pp | 220.34%-192.1pp |
| Employer contribution / active EE | $6,070 | $2,788+117.7% | $2,649+129.2% | $4,156+46.1% |
| Participant deferral / active EE | $6,070 | $4,410+37.6% | $4,123+47.2% | $6,407-5.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |