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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,376 | $144,130-46.3% | $117,861-34.4% | $147,586-47.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.88% | 531.20%-517.3pp | 335.11%-321.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $7,094 | $4,897+44.9% | $3,786+87.4% | $4,876+45.5% |
| Participant deferral / active EE | $4,273 | $5,316-19.6% | $4,482-4.7% | $5,439-21.4% |
| Admin fee / account holder | -$8,390 | $10,887-177.1% | $8,021-204.6% | $10,886-177.1% |