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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,841 | $144,130-53.6% | $117,861-43.3% | $147,586-54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.05% | 531.20%-517.1pp | 335.11%-321.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,761 | $4,897-43.6% | $3,786-27.1% | $4,876-43.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $239 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |