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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,409 | $102,595-36.2% | $94,057-30.5% | $154,746-57.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.91% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $5,948 | $3,147+89.0% | $2,933+102.8% | $4,379+35.8% |
| Participant deferral / active EE | $11,788 | $5,118+130.3% | $4,709+150.3% | $6,730+75.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |