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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,739 | $176,105-37.1% | $159,474-30.6% | $167,536-33.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.65% | 331.91%-315.3pp | 263.68%-247.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,862 | $5,299-46.0% | $4,831-40.7% | $4,839-40.8% |
| Participant deferral / active EE | $8,360 | $7,751+7.9% | $7,353+13.7% | $6,342+31.8% |
| Admin fee / account holder | $176 | $12,559-98.6% | $10,802-98.4% | $12,315-98.6% |