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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,224 | $83,337-36.1% | $67,834-21.5% | $273,972-80.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 84.69% | 259.45%-174.8pp | 138.47%-53.8pp | 41.46%+43.2pp |
| Employer contribution / active EE | $6,152 | $3,287+87.1% | $2,403+156.0% | $4,869+26.3% |
| Participant deferral / active EE | $2,094 | $4,088-48.8% | $3,160-33.7% | $5,287-60.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |