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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,901 | $144,130-67.5% | $117,861-60.2% | $147,586-68.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.09% | 531.20%-518.1pp | 335.11%-322.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $7,445 | $4,897+52.0% | $3,786+96.6% | $4,876+52.7% |
| Participant deferral / active EE | $2,891 | $5,316-45.6% | $4,482-35.5% | $5,439-46.8% |
| Admin fee / account holder | $13 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |