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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,172 | $84,708-49.0% | $75,714-43.0% | $167,536-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.34% | 199.62%-183.3pp | 104.62%-88.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,868 | $3,231-42.2% | $2,744-31.9% | $4,839-61.4% |
| Participant deferral / active EE | $1,868 | $4,577-59.2% | $3,820-51.1% | $6,342-70.6% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |