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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,631 | $109,967-22.1% | $97,197-11.9% | $145,877-41.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 219.07% | 244.27%-25.2pp | 75.47%+143.6pp | 551.28%-332.2pp |
| Employer contribution / active EE | $2,087 | $3,077-32.2% | $2,723-23.4% | $4,663-55.3% |
| Participant deferral / active EE | $7,521 | $4,676+60.8% | $4,263+76.4% | $6,691+12.4% |
| Admin fee / account holder | $239 | $6,199-96.1% | $5,637-95.8% | $13,402-98.2% |