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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,527 | $99,011-38.9% | $86,582-30.1% | $147,586-59.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.56% | 1312.75%-1298.2pp | 965.08%-950.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $3,627 | $3,132+15.8% | $2,839+27.7% | $4,876-25.6% |
| Participant deferral / active EE | $2,943 | $3,972-25.9% | $3,609-18.5% | $5,439-45.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |