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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,849 | $73,546-18.6% | $63,018-5.0% | $147,586-59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.63% | 175.56%-159.9pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $9,950 | $3,324+199.4% | $2,761+260.4% | $4,876+104.0% |
| Participant deferral / active EE | $9,609 | $4,185+129.6% | $3,330+188.6% | $5,439+76.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |