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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,676 | $152,542-58.3% | $117,498-45.8% | $134,509-52.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.80% | 53.02%-52.2pp | 29.75%-29.0pp | 418.13%-417.3pp |
| Employer contribution / active EE | $30,000 | $5,574+438.2% | $4,178+618.1% | $4,741+532.8% |
| Participant deferral / active EE | $13,500 | $4,819+180.1% | $4,071+231.6% | $6,400+110.9% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |