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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,805 | $99,079-15.4% | $78,002+7.4% | $273,972-69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.33% | 217.93%-210.6pp | 425.99%-418.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,778 | $3,308+14.2% | $2,470+52.9% | $4,869-22.4% |
| Participant deferral / active EE | $3,091 | $4,306-28.2% | $3,497-11.6% | $5,287-41.5% |
| Admin fee / account holder | $50 | $8,954-99.4% | $5,481-99.1% | $10,133-99.5% |