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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,063 | $175,257-20.1% | $149,717-6.4% | $139,456+0.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,749 | $5,477-68.1% | $4,820-63.7% | $4,753-63.2% |
| Participant deferral / active EE | $4,038 | $6,521-38.1% | $5,682-28.9% | $6,711-39.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |