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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,416 | $112,933-49.2% | $90,970-36.9% | $158,982-63.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.37% | 215.82%-201.4pp | 134.60%-120.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $5,968 | $2,893+106.3% | $2,122+181.3% | $4,763+25.3% |
| Participant deferral / active EE | $4,169 | $4,128+1.0% | $3,373+23.6% | $5,983-30.3% |
| Admin fee / account holder | $4 | $8,047-99.9% | $5,961-99.9% | $11,252-100.0% |