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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,262 | $99,079-44.2% | $78,002-29.2% | $273,972-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.03% | 217.93%-209.9pp | 425.99%-418.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,800 | $3,308+14.9% | $2,470+53.8% | $4,869-22.0% |
| Participant deferral / active EE | $3,640 | $4,306-15.5% | $3,497+4.1% | $5,287-31.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |