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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,296 | $104,937-33.0% | $84,628-16.9% | $152,897-54.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 29.64% | 373.88%-344.2pp | 258.80%-229.2pp | 345.43%-315.8pp |
| Employer contribution / active EE | $13,247 | $3,303+301.1% | $2,653+399.3% | $4,764+178.1% |
| Participant deferral / active EE | $13,324 | $4,690+184.1% | $3,900+241.7% | $5,851+127.7% |
| Admin fee / account holder | $60 | $6,243-99.0% | $4,914-98.8% | $11,599-99.5% |