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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,575 | $129,737-56.4% | $119,126-52.5% | $154,746-63.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.98% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $17,462 | $4,375+299.1% | $4,034+332.9% | $4,379+298.8% |
| Participant deferral / active EE | $10,333 | $5,842+76.9% | $5,318+94.3% | $6,730+53.5% |
| Admin fee / account holder | $12 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |