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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,045 | $104,953-27.5% | $84,637-10.2% | $152,909-50.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.36% | 373.94%-354.6pp | 258.82%-239.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $18,777 | $3,304+468.4% | $2,653+607.7% | $4,764+294.2% |
| Participant deferral / active EE | $14,366 | $4,691+206.3% | $3,900+268.3% | $5,851+145.5% |
| Admin fee / account holder | $103 | $6,244-98.4% | $4,914-97.9% | $11,601-99.1% |