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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,069 | $176,688-56.9% | $130,660-41.8% | $152,897-50.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 26.29% | 2693.08%-2666.8pp | 1709.29%-1683.0pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,611 | $5,743-71.9% | $4,092-60.6% | $4,764-66.2% |
| Participant deferral / active EE | $2,289 | $4,362-47.5% | $3,603-36.5% | $5,851-60.9% |
| Admin fee / account holder | $60 | $7,131-99.2% | $5,463-98.9% | $11,599-99.5% |