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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,136 | $121,656-15.2% | $104,614-1.4% | $158,950-35.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.30% | 465.51%-451.2pp | 340.56%-326.3pp | 302.91%-288.6pp |
| Employer contribution / active EE | $500 | $3,164-84.2% | $2,681-81.4% | $4,762-89.5% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |