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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,027 | $104,937-36.1% | $84,628-20.8% | $152,897-56.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 121.16% | 373.88%-252.7pp | 258.80%-137.6pp | 345.43%-224.3pp |
| Employer contribution / active EE | $3,160 | $3,303-4.3% | $2,653+19.1% | $4,764-33.7% |
| Participant deferral / active EE | $11,549 | $4,690+146.3% | $3,900+196.1% | $5,851+97.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |