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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,438 | $144,130-32.4% | $117,861-17.3% | $147,586-34.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.83% | 531.20%-505.4pp | 335.11%-309.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $22,804 | $4,897+365.7% | $3,786+502.3% | $4,876+367.6% |
| Participant deferral / active EE | $7,087 | $5,316+33.3% | $4,482+58.1% | $5,439+30.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |