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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,808 | $81,696-61.1% | $70,494-54.9% | $158,982-80.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 178.64% | 208.70%-30.1pp | 109.16%+69.5pp | 302.99%-124.3pp |
| Employer contribution / active EE | $3,149 | $3,220-2.2% | $2,738+15.0% | $4,763-33.9% |
| Participant deferral / active EE | $3,758 | $4,558-17.5% | $3,711+1.3% | $5,983-37.2% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |