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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,740 | $176,105-69.5% | $159,474-66.3% | $167,536-67.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.56% | 331.91%-314.4pp | 263.68%-246.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $1,887 | $5,299-64.4% | $4,831-60.9% | $4,839-61.0% |
| Participant deferral / active EE | $18,388 | $7,751+137.2% | $7,353+150.1% | $6,342+189.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |