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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,636 | $118,708-26.2% | $98,920-11.4% | $158,982-44.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.92% | 372.49%-355.6pp | 196.47%-179.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $14,615 | $3,334+338.4% | $2,689+443.4% | $4,763+206.9% |
| Participant deferral / active EE | $9,117 | $5,089+79.1% | $4,245+114.8% | $5,983+52.4% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |