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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,967 | $183,592-29.8% | $155,567-17.1% | $145,959-11.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $10,439 | $5,315+96.4% | $4,674+123.3% | $4,661+124.0% |
| Participant deferral / active EE | $8,450 | $6,464+30.7% | $5,628+50.1% | $6,689+26.3% |
| Admin fee / account holder | $88 | $19,318-99.5% | $15,916-99.5% | $13,398-99.3% |