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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,783 | $184,000-65.3% | $162,185-60.7% | $152,909-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.73% | 150.80%-132.1pp | 115.61%-96.9pp | 345.46%-326.7pp |
| Employer contribution / active EE | $3,163 | $6,370-50.3% | $5,613-43.6% | $4,764-33.6% |
| Participant deferral / active EE | $8,414 | $8,033+4.7% | $7,297+15.3% | $5,851+43.8% |
| Admin fee / account holder | $30 | $13,124-99.8% | $10,844-99.7% | $11,601-99.7% |