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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,910 | $111,785-32.1% | $93,669-19.0% | $145,877-48.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.84% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $15,452 | $3,096+399.1% | $2,424+537.6% | $4,663+231.4% |
| Participant deferral / active EE | $16,619 | $4,919+237.9% | $4,416+276.4% | $6,691+148.4% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,291-97.2% | $13,402-98.3% |