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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,906 | $73,518-2.2% | $63,003+14.1% | $147,585-51.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.27% | 175.46%-157.2pp | 87.59%-69.3pp | 578.57%-560.3pp |
| Employer contribution / active EE | $2,509 | $3,322-24.5% | $2,760-9.1% | $4,876-48.6% |
| Participant deferral / active EE | $6,861 | $4,183+64.0% | $3,329+106.1% | $5,439+26.1% |
| Admin fee / account holder | $228 | $5,952-96.2% | $3,600-93.7% | $10,885-97.9% |