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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $102,595-42.5% | $94,057-37.3% | $154,746-61.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.16% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $5,972 | $3,147+89.7% | $2,933+103.6% | $4,379+36.4% |
| Participant deferral / active EE | $9,138 | $5,118+78.5% | $4,709+94.0% | $6,730+35.8% |
| Admin fee / account holder | $275 | $7,736-96.4% | $7,244-96.2% | $14,365-98.1% |