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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,702 | $109,908-35.7% | $97,161-27.2% | $145,978-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 243.80%-232.9pp | 75.36%-64.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $15,342 | $3,077+398.5% | $2,723+463.3% | $4,662+229.1% |
| Participant deferral / active EE | $6,014 | $4,679+28.5% | $4,265+41.0% | $6,690-10.1% |
| Admin fee / account holder | $282 | $6,213-95.5% | $5,647-95.0% | $13,400-97.9% |