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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,641 | $107,363-25.8% | $92,909-14.3% | $152,897-47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.79% | 145.63%-121.8pp | 109.44%-85.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $6,945 | $4,222+64.5% | $3,653+90.1% | $4,764+45.8% |
| Participant deferral / active EE | $8,256 | $4,848+70.3% | $4,238+94.8% | $5,851+41.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |