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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,572 | $105,145-30.0% | $94,664-22.3% | $139,466-47.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 38.09%-21.3pp | 156.84%-140.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $5,928 | $4,107+44.3% | $3,673+61.4% | $4,754+24.7% |
| Participant deferral / active EE | $7,300 | $7,599-3.9% | $7,417-1.6% | $6,712+8.8% |
| Admin fee / account holder | $88 | $8,972-99.0% | $7,222-98.8% | $11,409-99.2% |