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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,326 | $176,120-48.1% | $159,487-42.7% | $167,553-45.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.57% | 331.95%-312.4pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $3,513 | $5,299-33.7% | $4,831-27.3% | $4,840-27.4% |
| Participant deferral / active EE | $7,733 | $7,752-0.2% | $7,354+5.2% | $6,343+21.9% |
| Admin fee / account holder | $232 | $12,561-98.2% | $10,804-97.9% | $12,316-98.1% |