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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,389 | $76,368-5.2% | $67,681+7.0% | $154,746-53.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.94% | 1066.77%-1056.8pp | 590.58%-580.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,638 | $3,151-48.0% | $2,678-38.9% | $4,379-62.6% |
| Participant deferral / active EE | $2,129 | $4,824-55.9% | $3,976-46.4% | $6,730-68.4% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |