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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,965 | $144,130-16.1% | $117,861+2.6% | $147,586-18.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.45% | 531.20%-514.7pp | 335.11%-318.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,799 | $4,897-42.9% | $3,786-26.1% | $4,876-42.6% |
| Participant deferral / active EE | $7,416 | $5,316+39.5% | $4,482+65.5% | $5,439+36.4% |
| Admin fee / account holder | $55 | $10,887-99.5% | $8,021-99.3% | $10,886-99.5% |