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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,971 | $107,353-31.1% | $92,903-20.4% | $152,885-51.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.89% | 145.62%-122.7pp | 109.43%-86.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,816 | $4,222-9.6% | $3,653+4.4% | $4,763-19.9% |
| Participant deferral / active EE | $7,561 | $4,848+56.0% | $4,238+78.4% | $5,851+29.2% |
| Admin fee / account holder | $20 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |