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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,353 | $176,105-55.5% | $159,474-50.9% | $167,536-53.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.22% | 331.91%-318.7pp | 263.68%-250.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $21,265 | $5,299+301.3% | $4,831+340.2% | $4,839+339.4% |
| Participant deferral / active EE | $15,162 | $7,751+95.6% | $7,353+106.2% | $6,342+139.1% |
| Admin fee / account holder | $276 | $12,559-97.8% | $10,802-97.4% | $12,315-97.8% |