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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,589 | $165,399-58.5% | $149,745-54.2% | $158,982-56.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.74% | 348.34%-312.6pp | 276.72%-241.0pp | 302.99%-267.3pp |
| Employer contribution / active EE | $21,520 | $5,105+321.6% | $4,646+363.2% | $4,763+351.8% |
| Participant deferral / active EE | $18,065 | $7,183+151.5% | $6,843+164.0% | $5,983+201.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |