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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,773 | $175,257-48.8% | $149,717-40.0% | $139,456-35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.87% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $2,270 | $5,477-58.6% | $4,820-52.9% | $4,753-52.2% |
| Participant deferral / active EE | $4,761 | $6,521-27.0% | $5,682-16.2% | $6,711-29.1% |
| Admin fee / account holder | $145 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |