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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,264 | $150,412-57.3% | $120,574-46.7% | $145,884-55.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.12% | 154.50%-139.4pp | 107.42%-92.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $10,310 | $4,355+136.8% | $3,471+197.1% | $4,662+121.1% |
| Participant deferral / active EE | $4,619 | $6,175-25.2% | $4,996-7.5% | $6,690-31.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |