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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,649 | $81,696-52.7% | $70,494-45.2% | $158,982-75.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.96% | 208.70%-198.7pp | 109.16%-99.2pp | 302.99%-293.0pp |
| Employer contribution / active EE | $1,511 | $3,220-53.1% | $2,738-44.8% | $4,763-68.3% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |