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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,176 | $175,259-63.4% | $149,723-57.1% | $139,487-54.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.91% | 166.82%-147.9pp | 134.50%-115.6pp | 373.84%-354.9pp |
| Employer contribution / active EE | $3,337 | $5,478-39.1% | $4,821-30.8% | $4,755-29.8% |
| Participant deferral / active EE | $6,194 | $6,522-5.0% | $5,682+9.0% | $6,713-7.7% |
| Admin fee / account holder | $221 | $16,158-98.6% | $13,215-98.3% | $11,407-98.1% |