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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,099 | $144,130-67.3% | $117,861-60.0% | $147,586-68.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.49% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $10,226 | $4,897+108.8% | $3,786+170.1% | $4,876+109.7% |
| Participant deferral / active EE | $4,475 | $5,316-15.8% | $4,482-0.2% | $5,439-17.7% |
| Admin fee / account holder | $55 | $10,887-99.5% | $8,021-99.3% | $10,886-99.5% |