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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,978 | $168,635-50.2% | $147,617-43.1% | $125,389-33.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.64% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $13,694 | $6,252+119.0% | $5,564+146.1% | $4,866+181.4% |
| Participant deferral / active EE | $9,126 | $5,507+65.7% | $4,895+86.4% | $5,352+70.5% |
| Admin fee / account holder | $215 | $13,580-98.4% | $11,612-98.2% | $9,541-97.8% |