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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,123 | $150,412-41.4% | $120,574-26.9% | $145,884-39.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.68% | 154.50%-140.8pp | 107.42%-93.7pp | 551.85%-538.2pp |
| Employer contribution / active EE | $22,233 | $4,355+410.6% | $3,471+540.6% | $4,662+376.9% |
| Participant deferral / active EE | $2,531 | $6,175-59.0% | $4,996-49.3% | $6,690-62.2% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |