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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,458 | $118,708-67.6% | $98,920-61.1% | $158,966-75.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.68% | 372.49%-365.8pp | 196.47%-189.8pp | 302.95%-296.3pp |
| Employer contribution / active EE | $1,424 | $3,334-57.3% | $2,689-47.1% | $4,762-70.1% |
| Participant deferral / active EE | $5,925 | $5,089+16.4% | $4,245+39.6% | $5,983-1.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |