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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,446 | $135,645-42.2% | $110,243-28.8% | $135,379-42.1% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | 2.37% | 513.24%-510.9pp | 314.76%-312.4pp | 519.79%-517.4pp |
| Employer contribution / active EE | $12,334 | $4,907+151.4% | $3,827+222.3% | $4,779+158.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |