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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,659 | $107,941+69.2% | $91,994+98.6% | $152,897+19.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.52% | 89.28%-62.8pp | 69.04%-42.5pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,189 | $4,212-48.0% | $3,453-36.6% | $4,764-54.0% |
| Participant deferral / active EE | $5,422 | $6,366-14.8% | $5,924-8.5% | $5,851-7.3% |
| Admin fee / account holder | $9 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |