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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,716 | $90,607-52.9% | $79,467-46.2% | $135,380-68.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.50% | 977.74%-968.2pp | 718.30%-708.8pp | 519.81%-510.3pp |
| Employer contribution / active EE | $4,293 | $3,068+40.0% | $2,800+53.3% | $4,779-10.2% |
| Participant deferral / active EE | $11,286 | $4,050+178.6% | $3,704+204.7% | $5,609+101.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |