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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,627 | $112,933-30.4% | $90,970-13.6% | $158,982-50.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.37% | 215.82%-193.5pp | 134.60%-112.2pp | 302.99%-280.6pp |
| Employer contribution / active EE | $15,465 | $2,893+434.5% | $2,122+628.9% | $4,763+224.7% |
| Participant deferral / active EE | $20,455 | $4,128+395.5% | $3,373+506.5% | $5,983+241.9% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |