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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,329 | $102,595-28.5% | $94,057-22.0% | $154,746-52.6% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 80.7%+10.6pp |
| Annual return | 22.60% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $7,699 | $3,147+144.6% | $2,933+162.5% | $4,379+75.8% |
| Participant deferral / active EE | $12,950 | $5,118+153.0% | $4,709+175.0% | $6,730+92.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |