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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,823 | $175,231-27.6% | $149,696-15.3% | $139,466-9.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.49% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,262 | $5,478-58.7% | $4,821-53.1% | $4,754-52.4% |
| Participant deferral / active EE | $8,226 | $6,521+26.1% | $5,682+44.8% | $6,712+22.6% |
| Admin fee / account holder | $35 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |