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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,910 | $121,701-68.0% | $104,639-62.8% | $158,982-75.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.71% | 465.72%-447.0pp | 340.67%-322.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $7,304 | $3,165+130.7% | $2,682+172.3% | $4,763+53.3% |
| Participant deferral / active EE | $3,254 | $4,176-22.1% | $3,738-12.9% | $5,983-45.6% |
| Admin fee / account holder | $197 | $7,778-97.5% | $6,465-96.9% | $11,252-98.2% |