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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,754 | $121,701-75.6% | $104,639-71.6% | $158,982-81.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.97% | 465.72%-438.7pp | 340.67%-313.7pp | 302.99%-276.0pp |
| Employer contribution / active EE | $3,060 | $3,165-3.3% | $2,682+14.1% | $4,763-35.7% |
| Participant deferral / active EE | $9,648 | $4,176+131.0% | $3,738+158.1% | $5,983+61.2% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |