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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,758 | $183,978-52.8% | $162,171-46.5% | $152,885-43.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 74.73% | 150.78%-76.1pp | 115.60%-40.9pp | 345.39%-270.7pp |
| Employer contribution / active EE | $4,818 | $6,370-24.4% | $5,613-14.2% | $4,763+1.1% |
| Participant deferral / active EE | $12,011 | $8,033+49.5% | $7,297+64.6% | $5,851+105.3% |
| Admin fee / account holder | $15 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |