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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,981 | $135,645-79.4% | $110,243-74.6% | $135,380-79.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.73% | 513.24%-508.5pp | 314.76%-310.0pp | 519.81%-515.1pp |
| Employer contribution / active EE | $1,838 | $4,907-62.5% | $3,827-52.0% | $4,779-61.5% |
| Participant deferral / active EE | $12,250 | $5,507+122.4% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |