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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,983 | $184,000-48.4% | $162,185-41.4% | $152,909-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.19% | 150.80%-135.6pp | 115.61%-100.4pp | 345.46%-330.3pp |
| Employer contribution / active EE | $3,042 | $6,370-52.2% | $5,613-45.8% | $4,764-36.1% |
| Participant deferral / active EE | $6,781 | $8,033-15.6% | $7,297-7.1% | $5,851+15.9% |
| Admin fee / account holder | $219 | $13,124-98.3% | $10,844-98.0% | $11,601-98.1% |