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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,956 | $106,005+4.7% | $92,239+20.3% | $147,585-24.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.57% | 50.05%-32.5pp | 176.29%-158.7pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,710 | $4,333-37.5% | $3,680-26.4% | $4,876-44.4% |
| Participant deferral / active EE | $6,022 | $4,478+34.5% | $3,897+54.5% | $5,439+10.7% |
| Admin fee / account holder | $49 | $6,333-99.2% | $5,194-99.0% | $10,886-99.5% |