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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,152 | $102,595-39.4% | $94,057-33.9% | $154,746-59.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.65% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $6,060 | $3,147+92.5% | $2,933+106.6% | $4,379+38.4% |
| Participant deferral / active EE | $6,328 | $5,118+23.6% | $4,709+34.4% | $6,730-6.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |