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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,950 | $109,411-42.5% | $89,435-29.6% | $158,982-60.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.71% | 345.68%-337.0pp | 245.55%-236.8pp | 302.99%-294.3pp |
| Employer contribution / active EE | $4,031 | $3,173+27.0% | $2,587+55.8% | $4,763-15.4% |
| Participant deferral / active EE | $12,813 | $4,600+178.6% | $3,890+229.4% | $5,983+114.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |