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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,472 | $176,105-69.6% | $159,474-66.5% | $167,536-68.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.31% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $12,763 | $5,299+140.9% | $4,831+164.2% | $4,839+163.7% |
| Participant deferral / active EE | $6,513 | $7,751-16.0% | $7,353-11.4% | $6,342+2.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |