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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,761 | $88,754-37.2% | $81,820-31.8% | $145,877-61.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.22% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,000 | $3,085-2.8% | $2,915+2.9% | $4,663-35.7% |
| Participant deferral / active EE | $19,960 | $4,648+329.5% | $4,323+361.8% | $6,691+198.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |