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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,842 | $104,924-41.1% | $84,623-26.9% | $152,885-59.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.63% | 373.82%-357.2pp | 258.77%-242.1pp | 345.39%-328.8pp |
| Employer contribution / active EE | $5,316 | $3,302+61.0% | $2,652+100.4% | $4,763+11.6% |
| Participant deferral / active EE | $5,421 | $4,689+15.6% | $3,899+39.0% | $5,851-7.3% |
| Admin fee / account holder | $58 | $6,242-99.1% | $4,913-98.8% | $11,598-99.5% |