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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,263 | $68,097-7.1% | $62,929+0.5% | $137,256-53.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.40% | 1859.11%-1836.7pp | 1063.93%-1041.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $5,692 | $2,811+102.5% | $2,505+127.3% | $4,156+37.0% |
| Participant deferral / active EE | $6,949 | $4,553+52.6% | $3,888+78.7% | $6,407+8.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |