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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,038 | $175,259-52.0% | $149,723-43.9% | $139,487-39.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.21% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $10,735 | $5,478+96.0% | $4,821+122.7% | $4,755+125.8% |
| Participant deferral / active EE | $9,685 | $6,522+48.5% | $5,682+70.4% | $6,713+44.3% |
| Admin fee / account holder | $70 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |