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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,342 | $125,184-69.4% | $105,607-63.7% | $145,884-73.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.63% | 225.00%-208.4pp | 116.11%-99.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,883 | $3,720-49.4% | $3,167-40.5% | $4,662-59.6% |
| Participant deferral / active EE | $12,208 | $5,714+113.7% | $5,011+143.6% | $6,690+82.5% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |