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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $171,492-57.7% | $150,734-51.9% | $198,609-63.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 21.33% | 804.70%-783.4pp | 600.81%-579.5pp | 202.70%-181.4pp |
| Employer contribution / active EE | $12,968 | $5,470+137.1% | $4,918+163.7% | $5,055+156.5% |
| Participant deferral / active EE | $7,376 | $6,259+17.8% | $5,610+31.5% | $6,977+5.7% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |