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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,038 | $175,259-41.8% | $149,723-31.8% | $139,487-26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.00% | 166.82%-129.8pp | 134.50%-97.5pp | 373.84%-336.8pp |
| Employer contribution / active EE | $2,219 | $5,478-59.5% | $4,821-54.0% | $4,755-53.3% |
| Participant deferral / active EE | $9,183 | $6,522+40.8% | $5,682+61.6% | $6,713+36.8% |
| Admin fee / account holder | $88 | $16,158-99.5% | $13,215-99.3% | $11,407-99.2% |