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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,059 | $144,130-65.3% | $117,861-57.5% | $147,586-66.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.10% | 531.20%-504.1pp | 335.11%-308.0pp | 578.59%-551.5pp |
| Employer contribution / active EE | $1,527 | $4,897-68.8% | $3,786-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $6,372 | $5,316+19.9% | $4,482+42.2% | $5,439+17.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |