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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,895 | $176,120-21.7% | $159,487-13.5% | $167,553-17.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.34% | 331.95%-317.6pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $12,158 | $5,299+129.4% | $4,831+151.7% | $4,840+151.2% |
| Participant deferral / active EE | $9,194 | $7,752+18.6% | $7,354+25.0% | $6,343+45.0% |
| Admin fee / account holder | $186 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |