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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,742 | $88,778-55.2% | $81,844-51.4% | $145,884-72.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1033.03%-1018.6pp | 778.87%-764.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,333 | $4,648-6.8% | $4,323+0.2% | $6,690-35.2% |
| Admin fee / account holder | $163 | $8,430-98.1% | $7,355-97.8% | $13,392-98.8% |