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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,318 | $107,353-42.9% | $92,903-34.0% | $152,885-59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.05% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.3pp |
| Employer contribution / active EE | $3,810 | $4,222-9.8% | $3,653+4.3% | $4,763-20.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |