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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,970 | $105,160-25.9% | $94,679-17.6% | $139,456-44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 38.04%-22.3pp | 156.75%-141.0pp | 373.45%-357.7pp |
| Employer contribution / active EE | $15,016 | $4,107+265.7% | $3,673+308.9% | $4,753+216.0% |
| Participant deferral / active EE | $12,813 | $7,599+68.6% | $7,417+72.7% | $6,711+90.9% |
| Admin fee / account holder | $19 | $8,988-99.8% | $7,233-99.7% | $11,407-99.8% |