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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,285 | $149,040-61.6% | $120,225-52.4% | $137,256-58.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.43% | 605.68%-580.3pp | 439.23%-413.8pp | 220.34%-194.9pp |
| Employer contribution / active EE | $8,616 | $4,350+98.1% | $3,475+147.9% | $4,156+107.3% |
| Participant deferral / active EE | $13,152 | $4,655+182.6% | $3,999+228.9% | $6,407+105.3% |
| Admin fee / account holder | $118 | $6,348-98.1% | $5,696-97.9% | $12,270-99.0% |