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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,305 | $111,785-35.3% | $93,669-22.8% | $145,877-50.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 38.58% | 203.79%-165.2pp | 133.59%-95.0pp | 551.28%-512.7pp |
| Employer contribution / active EE | $6,373 | $3,096+105.9% | $2,424+163.0% | $4,663+36.7% |
| Participant deferral / active EE | $12,534 | $4,919+154.8% | $4,416+183.9% | $6,691+87.3% |
| Admin fee / account holder | $78 | $10,256-99.2% | $8,291-99.1% | $13,402-99.4% |