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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,488 | $144,130-60.8% | $117,861-52.1% | $147,586-61.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.07% | 531.20%-515.1pp | 335.11%-319.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $4,010 | $4,897-18.1% | $3,786+5.9% | $4,876-17.8% |
| Participant deferral / active EE | $10,490 | $5,316+97.3% | $4,482+134.0% | $5,439+92.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |