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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,545 | $165,381-48.9% | $149,730-43.5% | $158,966-46.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 87.72% | 348.29%-260.6pp | 276.70%-189.0pp | 302.95%-215.2pp |
| Employer contribution / active EE | $2,555 | $5,104-50.0% | $4,645-45.0% | $4,762-46.4% |
| Participant deferral / active EE | $13,596 | $7,182+89.3% | $6,843+98.7% | $5,983+127.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |