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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,528 | $144,130-24.0% | $117,861-7.1% | $147,586-25.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.95% | 531.20%-510.3pp | 335.11%-314.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $2,516 | $4,897-48.6% | $3,786-33.6% | $4,876-48.4% |
| Participant deferral / active EE | $8,283 | $5,316+55.8% | $4,482+84.8% | $5,439+52.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |