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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,217 | $114,093-8.7% | $96,171+8.4% | $167,536-37.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.02% | 190.00%-174.0pp | 192.04%-176.0pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,436 | $3,429-29.0% | $2,799-13.0% | $4,839-49.7% |
| Participant deferral / active EE | $4,997 | $5,197-3.8% | $4,350+14.9% | $6,342-21.2% |
| Admin fee / account holder | $183 | $6,899-97.4% | $5,538-96.7% | $12,315-98.5% |