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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,468 | $175,259-33.5% | $149,723-22.2% | $139,487-16.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 166.82%-151.6pp | 134.50%-119.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $3,260 | $5,478-40.5% | $4,821-32.4% | $4,755-31.4% |
| Participant deferral / active EE | $5,000 | $6,522-23.3% | $5,682-12.0% | $6,713-25.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |