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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,836 | $114,130-34.4% | $96,192-22.2% | $167,553-55.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.49% | 190.07%-167.6pp | 192.09%-169.6pp | 478.89%-456.4pp |
| Employer contribution / active EE | $3,632 | $3,431+5.9% | $2,799+29.7% | $4,840-25.0% |
| Participant deferral / active EE | $8,518 | $5,198+63.9% | $4,351+95.8% | $6,343+34.3% |
| Admin fee / account holder | $95 | $6,901-98.6% | $5,539-98.3% | $12,316-99.2% |