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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,953 | $109,372-46.1% | $89,414-34.1% | $158,966-62.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.29% | 345.55%-314.3pp | 245.50%-214.2pp | 302.95%-271.7pp |
| Employer contribution / active EE | $14,383 | $3,171+353.5% | $2,586+456.1% | $4,762+202.0% |
| Participant deferral / active EE | $8,491 | $4,598+84.6% | $3,890+118.3% | $5,983+41.9% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |