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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,430 | $175,231-28.4% | $149,696-16.2% | $139,466-10.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.23% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $2,278 | $5,478-58.4% | $4,821-52.8% | $4,754-52.1% |
| Participant deferral / active EE | $12,382 | $6,521+89.9% | $5,682+117.9% | $6,712+84.5% |
| Admin fee / account holder | $5 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |