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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,444 | $121,701-51.2% | $104,639-43.2% | $158,982-62.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.47% | 465.72%-447.2pp | 340.67%-322.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $11,045 | $3,165+248.9% | $2,682+311.9% | $4,763+131.9% |
| Participant deferral / active EE | $11,019 | $4,176+163.9% | $3,738+194.8% | $5,983+84.2% |
| Admin fee / account holder | $23 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |