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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,444 | $121,656-51.1% | $104,614-43.2% | $158,950-62.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.47% | 465.51%-447.0pp | 340.56%-322.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $11,045 | $3,164+249.0% | $2,681+311.9% | $4,762+131.9% |
| Participant deferral / active EE | $11,019 | $4,177+163.8% | $3,739+194.7% | $5,983+84.2% |
| Admin fee / account holder | $23 | $7,775-99.7% | $6,464-99.7% | $11,248-99.8% |