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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,994 | $149,040-59.7% | $120,225-50.1% | $137,256-56.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.45% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,803 | $4,350+56.4% | $3,475+95.7% | $4,156+63.7% |
| Participant deferral / active EE | $5,607 | $4,655+20.5% | $3,999+40.2% | $6,407-12.5% |
| Admin fee / account holder | $38 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |