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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,445 | $144,130-53.9% | $117,860-43.6% | $147,585-55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.62% | 531.20%-509.6pp | 335.10%-313.5pp | 578.58%-557.0pp |
| Employer contribution / active EE | $3,295 | $4,897-32.7% | $3,786-13.0% | $4,876-32.4% |
| Participant deferral / active EE | $11,904 | $5,316+123.9% | $4,482+165.6% | $5,439+118.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |