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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,148 | $88,815-13.1% | $81,882-5.8% | $145,897-47.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.26% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $5,000 | $3,086+62.0% | $2,916+71.5% | $4,663+7.2% |
| Participant deferral / active EE | $5,000 | $4,647+7.6% | $4,323+15.7% | $6,689-25.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |