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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,644 | $111,878-50.3% | $93,727-40.6% | $145,897-61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.27% | 204.28%-184.0pp | 133.83%-113.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $5,951 | $3,092+92.4% | $2,421+145.8% | $4,663+27.6% |
| Participant deferral / active EE | $3,930 | $4,920-20.1% | $4,417-11.0% | $6,689-41.2% |
| Admin fee / account holder | $220 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |