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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,256 | $217,427-64.5% | $185,837-58.4% | $167,518-53.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 46.69% | 148.39%-101.7pp | 122.08%-75.4pp | 478.71%-432.0pp |
| Employer contribution / active EE | $1,380 | $5,874-76.5% | $5,168-73.3% | $4,838-71.5% |
| Participant deferral / active EE | $7,610 | $6,357+19.7% | $5,568+36.7% | $6,342+20.0% |
| Admin fee / account holder | $239 | $19,816-98.8% | $16,241-98.5% | $12,312-98.1% |