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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,870 | $135,645-44.8% | $110,243-32.1% | $135,379-44.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.44% | 513.24%-504.8pp | 314.76%-306.3pp | 519.79%-511.3pp |
| Employer contribution / active EE | $3,018 | $4,907-38.5% | $3,827-21.1% | $4,779-36.9% |
| Participant deferral / active EE | $6,105 | $5,507+10.9% | $4,672+30.7% | $5,609+8.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |