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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,747 | $107,363-43.4% | $92,909-34.6% | $152,897-60.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.86% | 145.63%-121.8pp | 109.44%-85.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $11,696 | $4,222+177.0% | $3,653+220.1% | $4,764+145.5% |
| Participant deferral / active EE | $7,907 | $4,848+63.1% | $4,238+86.6% | $5,851+35.1% |
| Admin fee / account holder | $82 | $7,082-98.8% | $5,795-98.6% | $11,599-99.3% |