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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,203 | $121,677-43.9% | $104,625-34.8% | $158,966-57.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.96% | 465.58%-438.6pp | 340.60%-313.6pp | 302.95%-276.0pp |
| Employer contribution / active EE | $10,662 | $3,165+236.9% | $2,681+297.6% | $4,762+123.9% |
| Participant deferral / active EE | $1,241 | $4,175-70.3% | $3,738-66.8% | $5,983-79.3% |
| Admin fee / account holder | $80 | $7,777-99.0% | $6,465-98.8% | $11,250-99.3% |