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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,901 | $159,934-66.3% | $147,005-63.3% | $145,959-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.79% | 98.24%-80.4pp | 418.76%-401.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $2,211 | $5,287-58.2% | $4,934-55.2% | $4,661-52.6% |
| Participant deferral / active EE | $7,882 | $8,427-6.5% | $8,070-2.3% | $6,689+17.8% |
| Admin fee / account holder | $253 | $15,053-98.3% | $13,006-98.1% | $13,398-98.1% |