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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,266 | $90,691-25.8% | $76,119-11.6% | $145,884-53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.68% | 624.52%-611.8pp | 361.25%-348.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $18,007 | $3,329+440.9% | $2,693+568.8% | $4,662+286.2% |
| Participant deferral / active EE | $7,212 | $5,167+39.6% | $4,259+69.3% | $6,690+7.8% |
| Admin fee / account holder | $99 | $8,383-98.8% | $6,421-98.5% | $13,392-99.3% |