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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,356 | $184,000-54.7% | $162,185-48.6% | $152,909-45.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.76% | 150.80%-129.0pp | 115.61%-93.8pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,364 | $6,370-47.2% | $5,613-40.1% | $4,764-29.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $42 | $13,124-99.7% | $10,844-99.6% | $11,601-99.6% |