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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,847 | $144,130-63.3% | $117,860-55.2% | $147,585-64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.59% | 531.20%-510.6pp | 335.10%-314.5pp | 578.58%-558.0pp |
| Employer contribution / active EE | $2,225 | $4,897-54.6% | $3,786-41.2% | $4,876-54.4% |
| Participant deferral / active EE | $6,835 | $5,316+28.6% | $4,482+52.5% | $5,439+25.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |