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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,053 | $168,636-49.0% | $147,618-41.7% | $125,388-31.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.59% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,788 | $6,252+40.5% | $5,565+57.9% | $4,866+80.6% |
| Participant deferral / active EE | $4,074 | $5,507-26.0% | $4,895-16.8% | $5,352-23.9% |
| Admin fee / account holder | $46 | $13,580-99.7% | $11,612-99.6% | $9,541-99.5% |