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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,204 | $102,595-48.1% | $94,057-43.4% | $154,746-65.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.33% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $5,335 | $3,147+69.5% | $2,933+81.9% | $4,379+21.8% |
| Participant deferral / active EE | $3,437 | $5,118-32.9% | $4,709-27.0% | $6,730-48.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |