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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,121 | $107,353-27.2% | $92,903-15.9% | $152,885-48.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.13% | 145.62%-123.5pp | 109.43%-87.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $2,536 | $4,222-39.9% | $3,653-30.6% | $4,763-46.8% |
| Participant deferral / active EE | $5,488 | $4,848+13.2% | $4,238+29.5% | $5,851-6.2% |
| Admin fee / account holder | $8 | $7,081-99.9% | $5,795-99.9% | $11,598-99.9% |