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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,420 | $104,953-7.2% | $84,637+15.1% | $152,909-36.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.39% | 373.94%-355.6pp | 258.82%-240.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,788 | $3,304-45.9% | $2,653-32.6% | $4,764-62.5% |
| Participant deferral / active EE | $7,868 | $4,691+67.7% | $3,900+101.7% | $5,851+34.5% |
| Admin fee / account holder | $130 | $6,244-97.9% | $4,914-97.4% | $11,601-98.9% |