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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,766 | $135,645-73.6% | $110,243-67.6% | $135,380-73.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.99% | 513.24%-508.3pp | 314.76%-309.8pp | 519.81%-514.8pp |
| Employer contribution / active EE | $2,630 | $4,907-46.4% | $3,827-31.3% | $4,779-45.0% |
| Participant deferral / active EE | $2,630 | $5,507-52.2% | $4,672-43.7% | $5,609-53.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |