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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,808 | $111,814-31.3% | $93,654-18.0% | $145,959-47.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.24% | 203.30%-192.1pp | 133.34%-122.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $5,280 | $3,092+70.8% | $2,421+118.1% | $4,661+13.3% |
| Participant deferral / active EE | $8,136 | $4,914+65.6% | $4,413+84.4% | $6,689+21.6% |
| Admin fee / account holder | $139 | $10,246-98.6% | $8,282-98.3% | $13,398-99.0% |