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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,392 | $144,130-55.3% | $117,861-45.4% | $147,586-56.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.97% | 531.20%-508.2pp | 335.11%-312.1pp | 578.59%-555.6pp |
| Employer contribution / active EE | $7,145 | $4,897+45.9% | $3,786+88.7% | $4,876+46.5% |
| Participant deferral / active EE | $3,989 | $5,316-25.0% | $4,482-11.0% | $5,439-26.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |