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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,104 | $105,160-8.6% | $94,679+1.5% | $139,456-31.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.32% | 38.04%-18.7pp | 156.75%-137.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $6,239 | $4,107+51.9% | $3,673+69.9% | $4,753+31.3% |
| Participant deferral / active EE | $11,112 | $7,599+46.2% | $7,417+49.8% | $6,711+65.6% |
| Admin fee / account holder | $13 | $8,988-99.9% | $7,233-99.8% | $11,407-99.9% |