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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,244 | $175,257-57.1% | $149,717-49.7% | $139,456-46.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.5pp |
| Employer contribution / active EE | $2,116 | $5,477-61.4% | $4,820-56.1% | $4,753-55.5% |
| Participant deferral / active EE | $7,430 | $6,521+13.9% | $5,682+30.8% | $6,711+10.7% |
| Admin fee / account holder | $12 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |