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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,827 | $175,259-59.0% | $149,723-52.0% | $139,487-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.97% | 166.82%-148.9pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,231 | $5,478-77.5% | $4,821-74.5% | $4,755-74.1% |
| Participant deferral / active EE | $4,453 | $6,522-31.7% | $5,682-21.6% | $6,713-33.7% |
| Admin fee / account holder | $206 | $16,158-98.7% | $13,215-98.4% | $11,407-98.2% |