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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,201 | $144,130-61.0% | $117,861-52.3% | $147,586-61.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.47% | 531.20%-511.7pp | 335.11%-315.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $1,549 | $4,897-68.4% | $3,786-59.1% | $4,876-68.2% |
| Participant deferral / active EE | $6,645 | $5,316+25.0% | $4,482+48.3% | $5,439+22.2% |
| Admin fee / account holder | $241 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |