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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,264 | $100,792-15.4% | $86,691-1.6% | $134,509-36.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 167.83% | 29.08%+138.7pp | 35.94%+131.9pp | 418.13%-250.3pp |
| Employer contribution / active EE | $3,519 | $3,491+0.8% | $2,837+24.0% | $4,741-25.8% |
| Participant deferral / active EE | $6,131 | $5,339+14.8% | $4,656+31.7% | $6,400-4.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |