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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,598 | $107,341-45.4% | $92,897-36.9% | $152,870-61.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 39.02% | 145.59%-106.6pp | 109.42%-70.4pp | 345.34%-306.3pp |
| Employer contribution / active EE | $15,353 | $4,221+263.7% | $3,653+320.3% | $4,763+222.3% |
| Participant deferral / active EE | $12,544 | $4,847+158.8% | $4,238+196.0% | $5,850+114.4% |
| Admin fee / account holder | $116 | $7,080-98.4% | $5,794-98.0% | $11,597-99.0% |