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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,824 | $104,953-57.3% | $84,637-47.0% | $152,909-70.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 35.67% | 373.94%-338.3pp | 258.82%-223.2pp | 345.46%-309.8pp |
| Employer contribution / active EE | $13,211 | $3,304+299.9% | $2,653+397.9% | $4,764+177.3% |
| Participant deferral / active EE | $16,667 | $4,691+255.3% | $3,900+327.3% | $5,851+184.8% |
| Admin fee / account holder | $161 | $6,244-97.4% | $4,914-96.7% | $11,601-98.6% |