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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,828 | $118,708-39.5% | $98,920-27.4% | $158,982-54.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 34.09% | 372.49%-338.4pp | 196.47%-162.4pp | 302.99%-268.9pp |
| Employer contribution / active EE | $1,022 | $3,334-69.3% | $2,689-62.0% | $4,763-78.5% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |