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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,237 | $115,814-47.1% | $101,275-39.5% | $158,982-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.66% | 56.16%-39.5pp | 46.48%-29.8pp | 302.99%-286.3pp |
| Employer contribution / active EE | $11,174 | $4,176+167.6% | $3,660+205.3% | $4,763+134.6% |
| Participant deferral / active EE | $5,657 | $4,958+14.1% | $4,371+29.4% | $5,983-5.5% |
| Admin fee / account holder | $8 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |