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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,990 | $102,595-44.5% | $94,057-39.4% | $154,746-63.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.66% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $5,070 | $3,147+61.1% | $2,933+72.9% | $4,379+15.8% |
| Participant deferral / active EE | $10,333 | $5,118+101.9% | $4,709+119.4% | $6,730+53.5% |
| Admin fee / account holder | $237 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |