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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,379 | $150,346-36.6% | $120,524-20.9% | $145,877-34.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.19% | 154.40%-141.2pp | 107.36%-94.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,462 | $4,353-20.5% | $3,469-0.2% | $4,663-25.7% |
| Participant deferral / active EE | $11,234 | $6,172+82.0% | $4,994+125.0% | $6,691+67.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |