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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,931 | $144,124-64.7% | $117,857-56.8% | $147,585-65.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.59% | 531.17%-512.6pp | 335.09%-316.5pp | 578.57%-560.0pp |
| Employer contribution / active EE | $10,301 | $4,897+110.4% | $3,786+172.1% | $4,876+111.2% |
| Participant deferral / active EE | $9,281 | $5,316+74.6% | $4,482+107.1% | $5,439+70.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |