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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,248 | $175,231-57.1% | $149,696-49.7% | $139,466-46.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.68% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $4,324 | $5,478-21.1% | $4,821-10.3% | $4,754-9.0% |
| Participant deferral / active EE | $2,498 | $6,521-61.7% | $5,682-56.0% | $6,712-62.8% |
| Admin fee / account holder | $118 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |