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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,960 | $90,607-55.9% | $79,467-49.7% | $135,380-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.83% | 977.74%-970.9pp | 718.30%-711.5pp | 519.81%-513.0pp |
| Employer contribution / active EE | $5,118 | $3,068+66.8% | $2,800+82.8% | $4,779+7.1% |
| Participant deferral / active EE | $4,068 | $4,050+0.4% | $3,704+9.8% | $5,609-27.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |