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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,627 | $175,231-57.4% | $149,696-50.1% | $139,466-46.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 166.77%-152.6pp | 134.46%-120.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $4,670 | $5,478-14.7% | $4,821-3.1% | $4,754-1.8% |
| Participant deferral / active EE | $4,373 | $6,521-32.9% | $5,682-23.0% | $6,712-34.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |