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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,201 | $104,953-62.6% | $84,637-53.7% | $152,909-74.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.64% | 373.94%-354.3pp | 258.82%-239.2pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,246 | $3,304-62.3% | $2,653-53.1% | $4,764-73.9% |
| Participant deferral / active EE | $2,101 | $4,691-55.2% | $3,900-46.1% | $5,851-64.1% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |