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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,856 | $209,422-38.5% | $178,503-27.8% | $158,982-18.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.27% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $3,493 | $5,707-38.8% | $5,011-30.3% | $4,763-26.7% |
| Participant deferral / active EE | $4,805 | $5,955-19.3% | $5,202-7.6% | $5,983-19.7% |
| Admin fee / account holder | $85 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |