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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,501 | $144,130-69.8% | $117,861-63.1% | $147,586-70.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.71% | 531.20%-511.5pp | 335.11%-315.4pp | 578.59%-558.9pp |
| Employer contribution / active EE | $5,089 | $4,897+3.9% | $3,786+34.4% | $4,876+4.4% |
| Participant deferral / active EE | $2,245 | $5,316-57.8% | $4,482-49.9% | $5,439-58.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |