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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,367 | $176,120-77.6% | $159,487-75.3% | $167,553-76.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.61% | 331.95%-312.3pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $3,025 | $5,299-42.9% | $4,831-37.4% | $4,840-37.5% |
| Participant deferral / active EE | $4,015 | $7,752-48.2% | $7,354-45.4% | $6,343-36.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |