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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,269 | $111,814-70.2% | $93,654-64.5% | $145,959-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.79% | 203.30%-192.5pp | 133.34%-122.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,039 | $3,092-66.4% | $2,421-57.1% | $4,661-77.7% |
| Participant deferral / active EE | $3,894 | $4,914-20.8% | $4,413-11.8% | $6,689-41.8% |
| Admin fee / account holder | $95 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |