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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,247 | $180,749-72.2% | $160,784-68.7% | $137,256-63.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 30.39% | 2234.46%-2204.1pp | 1803.92%-1773.5pp | 220.34%-190.0pp |
| Employer contribution / active EE | $2,917 | $4,155-29.8% | $3,733-21.8% | $4,156-29.8% |
| Participant deferral / active EE | $18,857 | $6,844+175.5% | $6,293+199.7% | $6,407+194.3% |
| Admin fee / account holder | $223 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |