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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,409 | $72,071-9.2% | $68,368-4.3% | $137,256-52.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.91% | 353.14%-333.2pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,948 | $2,788+113.3% | $2,649+124.5% | $4,156+43.1% |
| Participant deferral / active EE | $11,788 | $4,410+167.3% | $4,123+185.9% | $6,407+84.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |