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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,420 | $84,685+22.1% | $73,836+40.1% | $125,389-17.5% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 0.61% | 3123.80%-3123.2pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $4,000 | $3,123+28.1% | $2,787+43.5% | $4,866-17.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $131 | $5,694-97.7% | $4,882-97.3% | $9,541-98.6% |