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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,423 | $105,160-24.5% | $94,679-16.1% | $139,456-43.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.58% | 38.04%-12.5pp | 156.75%-131.2pp | 373.45%-347.9pp |
| Employer contribution / active EE | $4,336 | $4,107+5.6% | $3,673+18.1% | $4,753-8.8% |
| Participant deferral / active EE | $10,530 | $7,599+38.6% | $7,417+42.0% | $6,711+56.9% |
| Admin fee / account holder | $56 | $8,988-99.4% | $7,233-99.2% | $11,407-99.5% |