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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,064 | $176,105-59.6% | $159,474-55.4% | $167,536-57.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.14% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $9,974 | $5,299+88.2% | $4,831+106.5% | $4,839+106.1% |
| Participant deferral / active EE | $7,410 | $7,751-4.4% | $7,353+0.8% | $6,342+16.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |