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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,846 | $135,639-71.4% | $110,241-64.8% | $135,382-71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.09% | 513.21%-505.1pp | 314.75%-306.7pp | 519.77%-511.7pp |
| Employer contribution / active EE | $2,500 | $4,907-49.0% | $3,827-34.7% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $263 | $11,457-97.7% | $8,548-96.9% | $10,829-97.6% |