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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,851 | $88,754-37.1% | $81,820-31.7% | $145,877-61.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $3,029 | $3,085-1.8% | $2,915+3.9% | $4,663-35.0% |
| Participant deferral / active EE | $8,738 | $4,648+88.0% | $4,323+102.1% | $6,691+30.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |