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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,188 | $135,645-52.7% | $110,243-41.8% | $135,379-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.11% | 513.24%-510.1pp | 314.76%-311.6pp | 519.79%-516.7pp |
| Employer contribution / active EE | $7,962 | $4,907+62.3% | $3,827+108.1% | $4,779+66.6% |
| Participant deferral / active EE | $8,047 | $5,507+46.1% | $4,672+72.2% | $5,609+43.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |