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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,059 | $111,878-41.8% | $93,727-30.6% | $145,897-55.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.67% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $9,113 | $3,092+194.7% | $2,421+276.3% | $4,663+95.4% |
| Participant deferral / active EE | $7,625 | $4,920+55.0% | $4,417+72.6% | $6,689+14.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |