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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,349 | $111,814-66.6% | $93,654-60.1% | $145,959-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 203.30%-190.0pp | 133.34%-120.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $7,401 | $3,092+139.4% | $2,421+205.7% | $4,661+58.8% |
| Participant deferral / active EE | $9,865 | $4,914+100.7% | $4,413+123.6% | $6,689+47.5% |
| Admin fee / account holder | $198 | $10,246-98.1% | $8,282-97.6% | $13,398-98.5% |