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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,607 | $106,008+32.6% | $92,240+52.4% | $147,586-4.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.64% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,039 | $4,333-53.0% | $3,680-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $2,487 | $4,478-44.5% | $3,897-36.2% | $5,439-54.3% |
| Admin fee / account holder | $20 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |