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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,973 | $109,411-24.2% | $89,435-7.2% | $158,982-47.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.28% | 345.68%-338.4pp | 245.55%-238.3pp | 302.99%-295.7pp |
| Employer contribution / active EE | $30,000 | $3,173+845.6% | $2,587+1059.6% | $4,763+529.9% |
| Participant deferral / active EE | $19,000 | $4,600+313.1% | $3,890+388.4% | $5,983+217.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |