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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,503 | $157,296-75.5% | $141,191-72.7% | $152,897-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.08% | 64.34%-27.3pp | 71.41%-34.3pp | 345.43%-308.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $300 | $12,125-97.5% | $10,264-97.1% | $11,599-97.4% |