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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,723 | $104,937-14.5% | $84,628+6.0% | $152,897-41.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.39% | 373.88%-351.5pp | 258.80%-236.4pp | 345.43%-323.0pp |
| Employer contribution / active EE | $4,858 | $3,303+47.1% | $2,653+83.1% | $4,764+2.0% |
| Participant deferral / active EE | $21,150 | $4,690+351.0% | $3,900+442.3% | $5,851+261.5% |
| Admin fee / account holder | $38 | $6,243-99.4% | $4,914-99.2% | $11,599-99.7% |