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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,720 | $175,259-27.7% | $149,723-15.4% | $139,487-9.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.10% | 166.82%-154.7pp | 134.50%-122.4pp | 373.84%-361.7pp |
| Employer contribution / active EE | $7,336 | $5,478+33.9% | $4,821+52.1% | $4,755+54.3% |
| Participant deferral / active EE | $14,463 | $6,522+121.8% | $5,682+154.5% | $6,713+115.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |