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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,855 | $88,754-38.2% | $81,820-33.0% | $145,877-62.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.97% | 1031.77%-1009.8pp | 777.93%-756.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,979 | $4,648+157.7% | $4,323+177.1% | $6,691+79.0% |
| Admin fee / account holder | $29 | $8,424-99.7% | $7,391-99.6% | $13,402-99.8% |