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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,551 | $104,953-45.2% | $84,637-32.0% | $152,909-62.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 30.63% | 373.94%-343.3pp | 258.82%-228.2pp | 345.46%-314.8pp |
| Employer contribution / active EE | $5,175 | $3,304+56.6% | $2,653+95.0% | $4,764+8.6% |
| Participant deferral / active EE | $9,454 | $4,691+101.6% | $3,900+142.4% | $5,851+61.6% |
| Admin fee / account holder | $5 | $6,244-99.9% | $4,914-99.9% | $11,601-100.0% |