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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,167 | $109,327-36.7% | $89,391-22.6% | $158,931-56.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.59% | 345.68%-330.1pp | 245.62%-230.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $16,371 | $3,170+416.5% | $2,586+533.2% | $4,761+243.8% |
| Participant deferral / active EE | $8,532 | $4,598+85.5% | $3,890+119.3% | $5,982+42.6% |
| Admin fee / account holder | $263 | $6,153-95.7% | $4,881-94.6% | $11,247-97.7% |