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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,438 | $107,941-68.1% | $91,994-62.6% | $152,897-77.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 31.23% | 89.28%-58.1pp | 69.04%-37.8pp | 345.43%-314.2pp |
| Employer contribution / active EE | $2,418 | $4,212-42.6% | $3,453-30.0% | $4,764-49.2% |
| Participant deferral / active EE | $8,787 | $6,366+38.0% | $5,924+48.3% | $5,851+50.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |