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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,657 | $81,643+3.7% | $70,462+20.1% | $158,950-46.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.56% | 208.51%-200.9pp | 109.08%-101.5pp | 302.91%-295.3pp |
| Employer contribution / active EE | $10,674 | $3,218+231.7% | $2,737+289.9% | $4,762+124.2% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |