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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,167 | $109,411-36.8% | $89,435-22.7% | $158,982-56.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.59% | 345.68%-330.1pp | 245.55%-230.0pp | 302.99%-287.4pp |
| Employer contribution / active EE | $16,371 | $3,173+416.0% | $2,587+532.8% | $4,763+243.7% |
| Participant deferral / active EE | $8,532 | $4,600+85.5% | $3,890+119.3% | $5,983+42.6% |
| Admin fee / account holder | $263 | $6,159-95.7% | $4,884-94.6% | $11,252-97.7% |