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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,002 | $165,381-80.0% | $149,730-78.0% | $158,966-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 63.70% | 348.29%-284.6pp | 276.70%-213.0pp | 302.95%-239.2pp |
| Employer contribution / active EE | $2,004 | $5,104-60.7% | $4,645-56.9% | $4,762-57.9% |
| Participant deferral / active EE | $12,375 | $7,182+72.3% | $6,843+80.9% | $5,983+106.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |