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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,725 | $175,231-51.1% | $149,696-42.7% | $139,466-38.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 44.77% | 166.77%-122.0pp | 134.46%-89.7pp | 373.66%-328.9pp |
| Employer contribution / active EE | $3,003 | $5,478-45.2% | $4,821-37.7% | $4,754-36.8% |
| Participant deferral / active EE | $2,647 | $6,521-59.4% | $5,682-53.4% | $6,712-60.6% |
| Admin fee / account holder | $2 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |