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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,366 | $138,075-72.9% | $123,552-69.8% | $135,379-72.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.78% | 153.70%-145.9pp | 119.20%-111.4pp | 519.79%-512.0pp |
| Employer contribution / active EE | $3,235 | $5,152-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $300 | $10,917-97.3% | $9,285-96.8% | $10,828-97.2% |