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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,765 | $190,879-71.3% | $160,009-65.8% | $134,532-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.31% | 552.63%-551.3pp | 408.85%-407.5pp | 418.27%-417.0pp |
| Employer contribution / active EE | $3,000 | $4,995-39.9% | $4,225-29.0% | $4,741-36.7% |
| Participant deferral / active EE | $24,833 | $6,924+258.7% | $6,183+301.6% | $6,401+288.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |