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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,988 | $175,231-19.0% | $149,696-5.1% | $139,466+1.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.23% | 166.77%-143.5pp | 134.46%-111.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,875 | $5,478-65.8% | $4,821-61.1% | $4,754-60.6% |
| Participant deferral / active EE | $6,155 | $6,521-5.6% | $5,682+8.3% | $6,712-8.3% |
| Admin fee / account holder | $65 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |