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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,609 | $176,105-37.8% | $159,474-31.3% | $167,536-34.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.55% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $8,120 | $5,299+53.2% | $4,831+68.1% | $4,839+67.8% |
| Participant deferral / active EE | $7,550 | $7,751-2.6% | $7,353+2.7% | $6,342+19.0% |
| Admin fee / account holder | $24 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |