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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,930 | $100,938-38.6% | $90,461-31.5% | $158,982-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.97% | 1727.20%-1712.2pp | 1294.76%-1279.8pp | 302.99%-288.0pp |
| Employer contribution / active EE | $4,819 | $3,691+30.5% | $3,264+47.6% | $4,763+1.2% |
| Participant deferral / active EE | $7,539 | $4,350+73.3% | $3,964+90.2% | $5,983+26.0% |
| Admin fee / account holder | $21 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |