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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,621 | $118,708-48.9% | $98,920-38.7% | $158,982-61.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.71% | 372.49%-356.8pp | 196.47%-180.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,406 | $3,334-27.8% | $2,689-10.5% | $4,763-49.5% |
| Participant deferral / active EE | $2,824 | $5,089-44.5% | $4,245-33.5% | $5,983-52.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |