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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,833 | $88,702-37.1% | $81,780-31.7% | $145,978-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.15% | 1029.12%-1015.0pp | 776.27%-762.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,840 | $3,084+24.5% | $2,914+31.8% | $4,662-17.6% |
| Participant deferral / active EE | $4,034 | $4,645-13.1% | $4,321-6.6% | $6,690-39.7% |
| Admin fee / account holder | $225 | $8,414-97.3% | $7,384-97.0% | $13,400-98.3% |