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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,895 | $175,257-44.7% | $149,717-35.3% | $139,456-30.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.77% | 166.70%-154.9pp | 134.41%-122.6pp | 373.45%-361.7pp |
| Employer contribution / active EE | $2,635 | $5,477-51.9% | $4,820-45.3% | $4,753-44.6% |
| Participant deferral / active EE | $4,721 | $6,521-27.6% | $5,682-16.9% | $6,711-29.7% |
| Admin fee / account holder | $202 | $16,156-98.8% | $13,213-98.5% | $11,407-98.2% |