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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,751 | $99,079-68.0% | $78,002-59.3% | $273,972-88.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.83% | 217.93%-212.1pp | 425.99%-420.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,960 | $3,308-40.7% | $2,470-20.7% | $4,869-59.7% |
| Participant deferral / active EE | $8,953 | $4,306+107.9% | $3,497+156.0% | $5,287+69.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |