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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,738 | $176,120-43.4% | $159,487-37.5% | $167,553-40.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.52% | 331.95%-313.4pp | 263.71%-245.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $5,988 | $5,299+13.0% | $4,831+23.9% | $4,840+23.7% |
| Participant deferral / active EE | $10,437 | $7,752+34.6% | $7,354+41.9% | $6,343+64.6% |
| Admin fee / account holder | $74 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |