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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,851 | $88,702-37.0% | $81,780-31.7% | $145,978-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1029.12%-1016.9pp | 776.27%-764.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $3,029 | $3,084-1.8% | $2,914+4.0% | $4,662-35.0% |
| Participant deferral / active EE | $8,738 | $4,645+88.1% | $4,321+102.2% | $6,690+30.6% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |