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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,131 | $175,259-32.6% | $149,723-21.1% | $139,487-15.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.04% | 166.82%-132.8pp | 134.50%-100.5pp | 373.84%-339.8pp |
| Employer contribution / active EE | $8,312 | $5,478+51.7% | $4,821+72.4% | $4,755+74.8% |
| Participant deferral / active EE | $13,111 | $6,522+101.0% | $5,682+130.7% | $6,713+95.3% |
| Admin fee / account holder | $121 | $16,158-99.3% | $13,215-99.1% | $11,407-98.9% |