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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,395 | $70,121-46.7% | $63,803-41.4% | $138,895-73.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.21% | 946.48%-928.3pp | 543.72%-525.5pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,009 | $2,882-65.0% | $2,532-60.2% | $4,194-75.9% |
| Participant deferral / active EE | $1,009 | $4,535-77.8% | $3,843-73.7% | $6,396-84.2% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |