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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,676 | $118,708-31.2% | $98,920-17.4% | $158,982-48.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 43.21% | 372.49%-329.3pp | 196.47%-153.3pp | 302.99%-259.8pp |
| Employer contribution / active EE | $5,043 | $3,334+51.3% | $2,689+87.5% | $4,763+5.9% |
| Participant deferral / active EE | $8,684 | $5,089+70.6% | $4,245+104.6% | $5,983+45.1% |
| Admin fee / account holder | $47 | $10,134-99.5% | $6,643-99.3% | $11,252-99.6% |