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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,563 | $150,435-19.9% | $120,5800% | $145,897-17.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.60%-142.8pp | 107.48%-95.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $8,691 | $4,352+99.7% | $3,469+150.5% | $4,663+86.4% |
| Participant deferral / active EE | $4,599 | $6,174-25.5% | $4,995-7.9% | $6,689-31.2% |
| Admin fee / account holder | $143 | $12,182-98.8% | $9,418-98.5% | $13,390-98.9% |