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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,164 | $118,708-33.3% | $98,920-20.0% | $158,966-50.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 107.09% | 372.49%-265.4pp | 196.47%-89.4pp | 302.95%-195.9pp |
| Employer contribution / active EE | $2,768 | $3,334-17.0% | $2,689+2.9% | $4,762-41.9% |
| Participant deferral / active EE | $7,593 | $5,089+49.2% | $4,245+78.9% | $5,983+26.9% |
| Admin fee / account holder | $285 | $10,134-97.2% | $6,643-95.7% | $11,250-97.5% |