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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,335 | $112,935-36.0% | $90,970-20.5% | $158,966-54.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.49% | 215.79%-210.3pp | 134.58%-129.1pp | 302.95%-297.5pp |
| Employer contribution / active EE | $1,749 | $2,895-39.6% | $2,122-17.6% | $4,762-63.3% |
| Participant deferral / active EE | $1,749 | $4,129-57.6% | $3,373-48.1% | $5,983-70.8% |
| Admin fee / account holder | $74 | $8,045-99.1% | $5,960-98.8% | $11,250-99.3% |