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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,089 | $176,105-73.3% | $159,474-70.5% | $167,536-71.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.17% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $14,318 | $5,299+170.2% | $4,831+196.4% | $4,839+195.9% |
| Participant deferral / active EE | $7,267 | $7,751-6.2% | $7,353-1.2% | $6,342+14.6% |
| Admin fee / account holder | $18 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |