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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,467 | $109,967-52.3% | $97,197-46.0% | $145,877-64.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.82% | 244.27%-234.4pp | 75.47%-65.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,345 | $3,077+236.2% | $2,723+280.0% | $4,663+121.9% |
| Participant deferral / active EE | $9,727 | $4,676+108.0% | $4,263+128.2% | $6,691+45.4% |
| Admin fee / account holder | $238 | $6,199-96.2% | $5,637-95.8% | $13,402-98.2% |