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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,263 | $70,121-9.8% | $63,803-0.8% | $138,895-54.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 22.40% | 946.48%-924.1pp | 543.72%-521.3pp | 145.39%-123.0pp |
| Employer contribution / active EE | $5,692 | $2,882+97.5% | $2,532+124.8% | $4,194+35.7% |
| Participant deferral / active EE | $6,949 | $4,535+53.2% | $3,843+80.8% | $6,396+8.6% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |