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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,596 | $134,817-5.4% | $123,973+2.9% | $155,188-17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.12% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $8,814 | $4,425+99.2% | $4,126+113.6% | $4,248+107.5% |
| Participant deferral / active EE | $10,827 | $5,706+89.7% | $5,247+106.3% | $6,531+65.8% |
| Admin fee / account holder | $285 | $13,245-97.8% | $11,799-97.6% | $14,480-98.0% |