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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,972 | $90,607-31.6% | $79,467-22.0% | $135,380-54.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.07% | 977.74%-970.7pp | 718.30%-711.2pp | 519.81%-512.7pp |
| Employer contribution / active EE | $3,940 | $3,068+28.4% | $2,800+40.7% | $4,779-17.6% |
| Participant deferral / active EE | $3,288 | $4,050-18.8% | $3,704-11.2% | $5,609-41.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |