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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,812 | $175,257-25.9% | $149,717-13.3% | $139,456-6.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.64% | 166.70%-149.1pp | 134.41%-116.8pp | 373.45%-355.8pp |
| Employer contribution / active EE | $10,947 | $5,477+99.9% | $4,820+127.1% | $4,753+130.3% |
| Participant deferral / active EE | $7,602 | $6,521+16.6% | $5,682+33.8% | $6,711+13.3% |
| Admin fee / account holder | $136 | $16,156-99.2% | $13,213-99.0% | $11,407-98.8% |