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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,837 | $165,399-38.4% | $149,745-32.0% | $158,982-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.16% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $7,213 | $5,105+41.3% | $4,646+55.3% | $4,763+51.5% |
| Participant deferral / active EE | $5,770 | $7,183-19.7% | $6,843-15.7% | $5,983-3.6% |
| Admin fee / account holder | $186 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |