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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,088 | $121,701-59.7% | $104,639-53.1% | $158,982-69.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.34% | 465.72%-439.4pp | 340.67%-314.3pp | 302.99%-276.7pp |
| Employer contribution / active EE | $11,274 | $3,165+256.2% | $2,682+320.4% | $4,763+136.7% |
| Participant deferral / active EE | $5,551 | $4,176+32.9% | $3,738+48.5% | $5,983-7.2% |
| Admin fee / account holder | $156 | $7,778-98.0% | $6,465-97.6% | $11,252-98.6% |