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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,598 | $175,231-17.5% | $149,696-3.4% | $139,466+3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.26% | 166.77%-141.5pp | 134.46%-109.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $2,708 | $5,478-50.6% | $4,821-43.8% | $4,754-43.0% |
| Participant deferral / active EE | $6,746 | $6,521+3.4% | $5,682+18.7% | $6,712+0.5% |
| Admin fee / account holder | $218 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |