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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,791 | $109,411-39.0% | $89,435-25.3% | $158,982-58.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.66% | 345.68%-332.0pp | 245.55%-231.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $19,541 | $3,173+515.9% | $2,587+655.3% | $4,763+310.3% |
| Participant deferral / active EE | $13,000 | $4,600+182.6% | $3,890+234.2% | $5,983+117.3% |
| Admin fee / account holder | $140 | $6,159-97.7% | $4,884-97.1% | $11,252-98.8% |