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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,762 | $144,130-49.5% | $117,861-38.3% | $147,586-50.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.00% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,834 | $4,897-42.1% | $3,786-25.1% | $4,876-41.9% |
| Participant deferral / active EE | $4,004 | $5,316-24.7% | $4,482-10.7% | $5,439-26.4% |
| Admin fee / account holder | $50 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |