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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,908 | $90,607-30.6% | $79,467-20.8% | $135,380-53.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.40% | 977.74%-966.3pp | 718.30%-706.9pp | 519.81%-508.4pp |
| Employer contribution / active EE | $4,575 | $3,068+49.1% | $2,800+63.4% | $4,779-4.3% |
| Participant deferral / active EE | $5,508 | $4,050+36.0% | $3,704+48.7% | $5,609-1.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |